Filed January 27, 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 | $17,640 | $75,541-76.6% | $152,093-88.4% | $82,637-78.7% |
| Participation rate | 11.1% | 66.5%-55.4pp | 77.8%-66.7pp | 68.1%-56.9pp |
| Annual return | 16.69% | 32.56%-15.9pp | 66.36%-49.7pp | 53.51%-36.8pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $156 | $3,206-95.1% | $5,451-97.1% | $4,126-96.2% |
| Admin fee / account holder | $873 | $6,405-86.4% | $14,497-94.0% | $7,339-88.1% |