Filed June 16, 2020
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $11,255 | $149,040-92.4% | $120,225-90.6% | $137,256-91.8% |
| Participation rate | 22.7% | 75.4%-52.7pp | 69.6%-46.9pp | 80.0%-57.2pp |
| Annual return | 12.70% | 605.68%-593.0pp | 439.23%-426.5pp | 220.34%-207.6pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,047 | $4,655-77.5% | $3,999-73.8% | $6,407-83.7% |
| Admin fee / account holder | $1,564 | $6,348-75.4% | $5,696-72.5% | $12,270-87.3% |