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 | $60,383 | $65,367-7.6% | $92,915-35.0% | $72,976-17.3% |
| Participation rate | 43.3% | 68.3%-25.0pp | 76.0%-32.7pp | 69.5%-26.2pp |
| Annual return | 22.21% | 42.11%-19.9pp | 109.45%-87.2pp | 81.02%-58.8pp |
| Employer contribution / active EE | $1,311 | $2,594-49.5% | $3,653-64.1% | $2,440-46.3% |
| Participant deferral / active EE | $2,959 | $3,128-5.4% | $4,238-30.2% | $3,608-18.0% |
| Admin fee / account holder | $634 | $4,251-85.1% | $5,796-89.1% | $5,124-87.6% |