Filed May 5, 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 | $33,018 | $64,729-49.0% | $112,263-70.6% | $68,490-51.8% |
| Participation rate | 68.9% | 67.2%+1.7pp | 75.1%-6.2pp | 67.9%+1.0pp |
| Annual return | -16.41% | -11.40%-5.0pp | 27.49%-43.9pp | -7.85%-8.6pp |
| Employer contribution / active EE | $1,743 | $2,746-36.5% | $3,636-52.1% | $2,597-32.9% |
| Participant deferral / active EE | $4,083 | $3,566+14.5% | $4,729-13.7% | $4,028+1.4% |
| Admin fee / account holder | $305 | $5,222-94.2% | $6,410-95.2% | $5,403-94.4% |