Filed January 27, 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 | $158,151 | $78,425+101.7% | $95,956+64.8% | $79,858+98.0% |
| Participation rate | 48.0% | 73.5%-25.5pp | 77.1%-29.1pp | 69.6%-21.6pp |
| Annual return | 17.18% | 19.37%-2.2pp | 91.63%-74.5pp | 31.72%-14.5pp |
| Employer contribution / active EE | $575 | $1,945-70.4% | $2,541-77.4% | $2,471-76.7% |
| Participant deferral / active EE | $6,046 | $3,440+75.8% | $4,167+45.1% | $3,740+61.6% |
| Admin fee / account holder | $2,125 | $5,622-62.2% | $6,797-68.7% | $5,306-60.0% |