Filed July 31, 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 | $68,139 | $80,985-15.9% | $96,576-29.4% | $75,181-9.4% |
| Participation rate | 68.9% | 71.8%-2.9pp | 76.0%-7.1pp | 67.2%+1.7pp |
| Annual return | 19.37% | 27.05%-7.7pp | 25.87%-6.5pp | 160.69%-141.3pp |
| Employer contribution / active EE | $2,798 | $2,282+22.6% | $2,965-5.6% | $2,671+4.8% |
| Participant deferral / active EE | $7,191 | $3,929+83.0% | $4,851+48.2% | $4,126+74.3% |
| Admin fee / account holder | $4,793 | $6,719-28.7% | $8,253-41.9% | $5,650-15.2% |