Filed March 23, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,209 | $92,766-78.2% | $82,763-75.6% | $134,545-85.0% |
| Participation rate | 58.3% | 75.2%-16.9pp | 72.6%-14.2pp | 81.2%-22.9pp |
| Annual return | -22.33% | 946.97%-969.3pp | 702.45%-724.8pp | 418.37%-440.7pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,486 | $4,802-48.2% | $4,395-43.4% | $6,401-61.2% |
| Admin fee / account holder | $1,462 | $5,978-75.5% | $5,325-72.5% | $11,431-87.2% |