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 | $81,390 | $72,273+12.6% | $101,275-19.6% | $79,856+1.9% |
| Participation rate | 44.4% | 68.5%-24.0pp | 75.8%-31.4pp | 69.6%-25.2pp |
| Annual return | 16.39% | 22.30%-5.9pp | 46.48%-30.1pp | 31.71%-15.3pp |
| Employer contribution / active EE | $1,277 | $2,691-52.6% | $3,660-65.1% | $2,471-48.3% |
| Participant deferral / active EE | $2,999 | $3,282-8.6% | $4,371-31.4% | $3,741-19.8% |
| Admin fee / account holder | $2,136 | $4,401-51.5% | $5,948-64.1% | $5,306-59.8% |