Filed April 15, 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 | $45,429 | $63,346-28.3% | $92,240-50.7% | $70,126-35.2% |
| Participation rate | 59.1% | 68.7%-9.6pp | 76.5%-17.4pp | 69.5%-10.4pp |
| Annual return | 0.00% | 530.19%-530.2pp | 176.29%-176.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $941 | $2,471-61.9% | $3,680-74.4% | $2,343-59.8% |
| Participant deferral / active EE | $2,274 | $2,854-20.3% | $3,897-41.7% | $3,332-31.8% |
| Admin fee / account holder | $690 | $3,841-82.0% | $5,194-86.7% | $4,645-85.2% |