Filed March 18, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,927 | $157,276-90.5% | $141,177-89.4% | $152,885-90.2% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.5%-42.5pp |
| Annual return | 32.19% | 64.33%-32.1pp | 71.40%-39.2pp | 345.39%-313.2pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,283 | $7,110-25.7% | $6,710-21.3% | $5,851-9.7% |
| Admin fee / account holder | $5,390 | $12,123-55.5% | $10,263-47.5% | $11,598-53.5% |