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 | $162,529-93.1% | $130,788-91.4% | $154,746-92.7% |
| Participation rate | 22.7% | 75.9%-53.1pp | 70.1%-47.4pp | 80.7%-58.0pp |
| Annual return | 12.70% | 510.48%-497.8pp | 386.44%-373.7pp | 172.34%-159.6pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,047 | $4,808-78.2% | $4,137-74.7% | $6,730-84.4% |
| Admin fee / account holder | $1,564 | $7,669-79.6% | $6,673-76.6% | $14,365-89.1% |