Filed July 21, 2020
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,133 | $67,411-49.4% | $91,004-62.5% | $70,126-51.3% |
| Participation rate | 68.0% | 71.4%-3.4pp | 75.6%-7.6pp | 69.5%-1.5pp |
| Annual return | 26.01% | -40.16%+66.2pp | 4.60%+21.4pp | 73.15%-47.1pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,476 | $2,823+129.4% | $3,548+82.5% | $3,332+94.4% |
| Admin fee / account holder | $696 | $4,236-83.6% | $5,417-87.2% | $4,645-85.0% |