Filed November 9, 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 | $65,891 | $71,353-7.7% | $92,805-29.0% | $86,983-24.2% |
| Participation rate | 53.5% | 80.9%-27.4pp | 83.5%-30.0pp | 69.5%-16.1pp |
| Annual return | 17.27% | 44.68%-27.4pp | 31.59%-14.3pp | 25.83%-8.6pp |
| Employer contribution / active EE | $3,080 | $2,468+24.8% | $3,424-10.1% | $2,584+19.2% |
| Participant deferral / active EE | $5,926 | $6,966-14.9% | $8,448-29.9% | $4,194+41.3% |
| Admin fee / account holder | $16,699 | $6,099+173.8% | $10,911+53.1% | $7,856+112.6% |