Filed December 13, 2019
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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.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,724 | $42,910-58.7% | $60,919-70.9% | $68,490-74.1% |
| Participation rate | 57.6% | 66.8%-9.2pp | 73.1%-15.5pp | 67.9%-10.3pp |
| Annual return | -7.62% | -13.99%+6.4pp | 16.96%-24.6pp | -7.85%+0.2pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $2,866-100.0% | $3,814-100.0% | $4,028-100.0% |
| Admin fee / account holder | $7,042 | $3,104+126.8% | $3,228+118.2% | $5,403+30.3% |