Filed October 22, 2020
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $99,179 | $175,036-43.3% | $86,233+15.0% | - |
| Participation rate | 24.9% | 60.2%-35.3pp | 69.0%-44.1pp | - |
| Annual return | 16.07% | 15.04%+1.0pp | 61.39%-45.3pp | - |
| Employer contribution / active EE | $858 | $1,949-56.0% | $2,504-65.7% | - |
| Participant deferral / active EE | $1,640 | $3,720-55.9% | $4,559-64.0% | - |
| Admin fee / account holder | $2,485 | $23,923-89.6% | $8,342-70.2% | - |