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 | $33,148 | $85,169-61.1% | $172,755-80.8% | $72,983-54.6% |
| Participation rate | 47.2% | 70.1%-22.8pp | 82.6%-35.4pp | 69.5%-22.3pp |
| Annual return | 23.21% | 27.32%-4.1pp | 802.94%-779.7pp | 81.01%-57.8pp |
| Employer contribution / active EE | $633 | $3,324-80.9% | $5,144-87.7% | $2,440-74.0% |
| Participant deferral / active EE | $2,449 | $3,260-24.9% | $5,198-52.9% | $3,608-32.1% |
| Admin fee / account holder | $535 | $5,880-90.9% | $13,955-96.2% | $5,124-89.6% |