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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,985 | $100,811+43.8% | $86,698+67.2% | $134,545+7.8% |
| Participation rate | 62.5% | 79.0%-16.5pp | 76.6%-14.1pp | 81.2%-18.7pp |
| Annual return | -27.92% | 29.11%-57.0pp | 35.96%-63.9pp | 418.37%-446.3pp |
| Employer contribution / active EE | $1,477 | $3,490-57.7% | $2,837-47.9% | $4,742-68.8% |
| Participant deferral / active EE | $2,642 | $5,339-50.5% | $4,656-43.3% | $6,401-58.7% |
| Admin fee / account holder | $3,503 | $10,926-67.9% | $7,492-53.2% | $11,431-69.4% |