Filed December 10, 2019
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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 | $34,523 | $85,766-59.7% | $136,298-74.7% | $70,126-50.8% |
| Participation rate | 59.6% | 74.2%-14.6pp | 81.9%-22.3pp | 69.5%-10.0pp |
| Annual return | 54.00% | 31.46%+22.5pp | 5156.27%-5102.3pp | 73.15%-19.2pp |
| Employer contribution / active EE | $1,422 | $2,966-52.1% | $4,696-69.7% | $2,343-39.3% |
| Participant deferral / active EE | $2,288 | $5,051-54.7% | $6,247-63.4% | $3,332-31.3% |
| Admin fee / account holder | $1,814 | $5,421-66.5% | $9,244-80.4% | $4,645-61.0% |