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 | $38,719 | $118,875-67.4% | $96,572-59.9% | $167,553-76.9% |
| Participation rate | 44.4% | 75.5%-31.0pp | 69.8%-25.4pp | 82.1%-37.7pp |
| Annual return | 14.59% | 50.50%-35.9pp | 37.79%-23.2pp | 478.89%-464.3pp |
| Employer contribution / active EE | $477 | $3,121-84.7% | $2,357-79.7% | $4,840-90.1% |
| Participant deferral / active EE | $539 | $4,617-88.3% | $3,850-86.0% | $6,343-91.5% |
| Admin fee / account holder | $838 | $8,070-89.6% | $6,183-86.4% | $12,316-93.2% |