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 | $54,772 | $37,134+47.5% | $100,671-45.6% | $52,331+4.7% |
| Participation rate | 39.1% | 57.7%-18.6pp | 70.7%-31.7pp | 68.1%-29.0pp |
| Annual return | -0.74% | 0.10%-0.8pp | 20.43%-21.2pp | 4.54%-5.3pp |
| Employer contribution / active EE | $425 | $1,187-64.2% | $4,012-89.4% | $1,882-77.4% |
| Participant deferral / active EE | $1,633 | $2,163-24.5% | $3,144-48.1% | $3,022-46.0% |
| Admin fee / account holder | $7,760 | $467+1562.0% | $4,850+60.0% | $592+1211.7% |