Filed April 6, 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 | $70,490 | $91,537-23.0% | $130,045-45.8% | $75,173-6.2% |
| Participation rate | 66.7% | 71.5%-4.8pp | 78.5%-11.8pp | 67.2%-0.5pp |
| Annual return | 15.76% | -631.55%+647.3pp | -137.30%+153.1pp | 160.72%-145.0pp |
| Employer contribution / active EE | $3,531 | $2,845+24.1% | $4,321-18.3% | $2,671+32.2% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $13,200 | $6,780+94.7% | $10,600+24.5% | $5,651+133.6% |