Filed August 11, 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 | $33,318 | $99,009-66.3% | $86,581-61.5% | $147,585-77.4% |
| Participation rate | 52.9% | 76.3%-23.4pp | 73.5%-20.6pp | 82.8%-29.9pp |
| Annual return | 48.40% | 1312.70%-1264.3pp | 965.06%-916.7pp | 578.58%-530.2pp |
| Employer contribution / active EE | $5,547 | $3,132+77.1% | $2,840+95.3% | $4,876+13.7% |
| Participant deferral / active EE | $4,487 | $3,972+13.0% | $3,609+24.3% | $5,439-17.5% |
| Admin fee / account holder | $4,732 | $5,709-17.1% | $4,904-3.5% | $10,886-56.5% |