Filed January 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,161 | $58,859+51.5% | $129,339-31.1% | $77,692+14.8% |
| Participation rate | 18.0% | 59.3%-41.3pp | 69.6%-51.6pp | 70.6%-52.6pp |
| Annual return | 14.49% | 24.74%-10.2pp | 9437.05%-9422.6pp | 31.25%-16.8pp |
| Employer contribution / active EE | $495 | $1,952-74.6% | $4,154-88.1% | $2,726-81.8% |
| Participant deferral / active EE | $1,198 | $3,215-62.7% | $4,170-71.3% | $4,648-74.2% |
| Admin fee / account holder | $2,446 | $591+314.1% | $7,668-68.1% | $431+468.0% |