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 | $9,814 | $156,963-93.7% | $121,204-91.9% | $139,466-93.0% |
| Participation rate | 21.4% | 76.5%-55.0pp | 69.5%-48.1pp | 80.3%-58.9pp |
| Annual return | 16.89% | 1476.75%-1459.9pp | 987.18%-970.3pp | 373.66%-356.8pp |
| Employer contribution / active EE | $0 | $5,544-100.0% | $4,170-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,036 | $4,848-78.6% | $4,083-74.6% | $6,712-84.6% |
| Admin fee / account holder | $378 | $6,953-94.6% | $5,651-93.3% | $11,409-96.7% |