Filed November 10, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $280,662 | $106,864+162.6% | $147,318+90.5% | $82,637+239.6% |
| Participation rate | 68.2% | 75.5%-7.3pp | 82.1%-13.8pp | 68.1%+0.2pp |
| Annual return | 10.69% | 27.49%-16.8pp | 70.43%-59.7pp | 53.51%-42.8pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $8,900 | $6,496+37.0% | $7,906+12.6% | $4,126+115.7% |
| Admin fee / account holder | $18,881 | $8,415+124.4% | $13,708+37.7% | $7,339+157.3% |