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 | $51,638-5.0% | $129,406-62.1% | $80,959-39.4% |
| Participation rate | 45.2% | 56.9%-11.8pp | 69.6%-24.5pp | 67.7%-22.5pp |
| Annual return | 10.06% | 20.78%-10.7pp | 9468.18%-9458.1pp | 35.67%-25.6pp |
| Employer contribution / active EE | $1,161 | $1,584-26.7% | $4,155-72.1% | $2,757-57.9% |
| Participant deferral / active EE | $1,772 | $2,670-33.6% | $4,167-57.5% | $4,300-58.8% |
| Admin fee / account holder | $5,506 | $4,313+27.7% | $7,689-28.4% | $6,925-20.5% |