Filed February 5, 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 | $200,273 | $124,346+61.1% | $111,306+79.9% | $167,553+19.5% |
| Participation rate | 57.1% | 79.6%-22.5pp | 77.3%-20.2pp | 82.1%-25.0pp |
| Annual return | 13.95% | 37.46%-23.5pp | 54.67%-40.7pp | 478.89%-464.9pp |
| Employer contribution / active EE | $1,478 | $3,438-57.0% | $2,732-45.9% | $4,840-69.5% |
| Participant deferral / active EE | $2,906 | $5,182-43.9% | $4,488-35.2% | $6,343-54.2% |
| Admin fee / account holder | $314,792 | $10,623+2863.3% | $7,966+3851.8% | $12,316+2455.9% |