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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,980 | $61,125+45.6% | $94,057-5.4% | $87,485+1.7% |
| Participation rate | 35.3% | 64.1%-28.8pp | 73.3%-38.0pp | 68.9%-33.6pp |
| Annual return | 13.28% | 35.20%-21.9pp | 480.62%-467.3pp | 26.06%-12.8pp |
| Employer contribution / active EE | $1,317 | $2,136-38.4% | $2,933-55.1% | $2,596-49.3% |
| Participant deferral / active EE | $1,932 | $3,260-40.7% | $4,709-59.0% | $4,274-54.8% |
| Admin fee / account holder | $1,651 | $5,629-70.7% | $7,244-77.2% | $7,775-78.8% |