Filed May 7, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,059 | $51,604-4.9% | $129,295-62.1% | $80,874-39.3% |
| Participation rate | 45.2% | 57.0%-11.8pp | 69.6%-24.5pp | 67.6%-22.5pp |
| Annual return | 10.06% | 20.76%-10.7pp | 9429.28%-9419.2pp | 35.62%-25.6pp |
| Employer contribution / active EE | $1,161 | $1,585-26.7% | $4,157-72.1% | $2,756-57.9% |
| Participant deferral / active EE | $1,772 | $2,670-33.6% | $4,169-57.5% | $4,297-58.8% |
| Admin fee / account holder | $5,506 | $4,310+27.8% | $7,665-28.2% | $6,935-20.6% |