Filed October 2, 2020
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,558 | $78,707-25.6% | $117,861-50.3% | $70,126-16.5% |
| Participation rate | 68.6% | 73.2%-4.6pp | 79.7%-11.1pp | 69.5%-1.0pp |
| Annual return | 16.93% | 23.30%-6.4pp | 335.11%-318.2pp | 73.15%-56.2pp |
| Employer contribution / active EE | $508 | $2,223-77.1% | $3,786-86.6% | $2,343-78.3% |
| Participant deferral / active EE | $3,417 | $3,297+3.6% | $4,482-23.8% | $3,332+2.5% |
| Admin fee / account holder | $2,067 | $5,066-59.2% | $8,021-74.2% | $4,645-55.5% |