Filed November 19, 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 | $88,980 | $51,638+72.3% | $68,368+30.1% | $82,448+7.9% |
| Participation rate | 35.3% | 63.6%-28.3pp | 73.8%-38.5pp | 68.1%-32.8pp |
| Annual return | 13.28% | 37.53%-24.3pp | 292.57%-279.3pp | 41.64%-28.4pp |
| Employer contribution / active EE | $1,317 | $2,047-35.7% | $2,649-50.3% | $2,551-48.4% |
| Participant deferral / active EE | $1,932 | $2,914-33.7% | $4,123-53.1% | $4,139-53.3% |
| Admin fee / account holder | $1,651 | $4,643-64.4% | $5,150-67.9% | $7,234-77.2% |