Filed September 2, 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 | $36,411 | $96,236-62.2% | $133,698-72.8% | $80,959-55.0% |
| Participation rate | 48.0% | 71.2%-23.2pp | 76.4%-28.4pp | 67.7%-19.7pp |
| Annual return | 12.12% | 28.74%-16.6pp | 580.90%-568.8pp | 35.67%-23.5pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $4,218-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,335 | $5,709-41.6% | $7,016-52.5% | $4,300-22.4% |
| Admin fee / account holder | $14,110 | $8,250+71.0% | $6,703+110.5% | $6,925+103.7% |