Filed February 4, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,383 | $95,979-77.7% | $74,551-71.3% | $135,380-84.2% |
| Participation rate | 55.6% | 75.7%-20.1pp | 69.1%-13.6pp | 82.6%-27.1pp |
| Annual return | -6.18% | 56.97%-63.1pp | 32.53%-38.7pp | 519.81%-526.0pp |
| Employer contribution / active EE | $509 | $2,716-81.3% | $1,961-74.0% | $4,779-89.3% |
| Participant deferral / active EE | $577 | $3,844-85.0% | $3,108-81.4% | $5,609-89.7% |
| Admin fee / account holder | $3,142 | $6,522-51.8% | $5,059-37.9% | $10,828-71.0% |