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 | $18,291 | $75,832-75.9% | $147,617-87.6% | $59,633-69.3% |
| Participation rate | 52.5% | 71.6%-19.1pp | 84.6%-32.1pp | 68.7%-16.2pp |
| Annual return | -2.11% | 0.37%-2.5pp | 61.98%-64.1pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $544 | $3,485-84.4% | $5,564-90.2% | $2,203-75.3% |
| Participant deferral / active EE | $2,394 | $3,131-23.5% | $4,895-51.1% | $3,192-25.0% |
| Admin fee / account holder | $648 | $5,986-89.2% | $11,612-94.4% | $4,297-84.9% |