Filed October 22, 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 | $81,126 | $45,109+79.8% | $85,240-4.8% | $77,762+4.3% |
| Participation rate | 21.3% | 48.7%-27.4pp | 67.5%-46.2pp | 70.6%-49.3pp |
| Annual return | 13.73% | 79.55%-65.8pp | 66.75%-53.0pp | 31.27%-17.5pp |
| Employer contribution / active EE | $693 | $1,602-56.7% | $2,735-74.7% | $2,728-74.6% |
| Participant deferral / active EE | $1,288 | $2,814-54.2% | $4,527-71.6% | $4,651-72.3% |
| Admin fee / account holder | $3,296 | $915+260.3% | $6,165-46.5% | $433+661.5% |