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 | $84,379 | $48,432+74.2% | $121,204-30.4% | $71,511+18.0% |
| Participation rate | 19.8% | 54.3%-34.5pp | 69.5%-49.7pp | 67.9%-48.1pp |
| Annual return | 17.67% | 23.28%-5.6pp | 987.18%-969.5pp | 28.86%-11.2pp |
| Employer contribution / active EE | $550 | $1,493-63.1% | $4,170-86.8% | $2,589-78.7% |
| Participant deferral / active EE | $1,404 | $2,756-49.1% | $4,083-65.6% | $4,291-67.3% |
| Admin fee / account holder | $18,373 | $1,845+896.0% | $5,651+225.1% | $1,588+1056.6% |