Filed January 27, 2020
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,821 | $56,197+18.9% | $67,652-1.2% | $59,633+12.1% |
| Participation rate | 46.7% | 71.5%-24.8pp | 75.7%-29.0pp | 68.7%-22.0pp |
| Annual return | -4.77% | 18508.10%-18512.9pp | 6625.40%-6630.2pp | 2041.45%-2046.2pp |
| Employer contribution / active EE | $3,254 | $1,615+101.5% | $2,266+43.6% | $2,203+47.7% |
| Participant deferral / active EE | $129 | $2,844-95.5% | $3,560-96.4% | $3,192-96.0% |
| Admin fee / account holder | $552 | $3,958-86.0% | $4,821-88.5% | $4,297-87.2% |