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 | $60,809 | $64,729-6.1% | $112,263-45.8% | $68,490-11.2% |
| Participation rate | 47.0% | 67.2%-20.2pp | 75.1%-28.1pp | 67.9%-20.9pp |
| Annual return | -14.95% | -11.40%-3.6pp | 27.49%-42.4pp | -7.85%-7.1pp |
| Employer contribution / active EE | $946 | $2,746-65.6% | $3,636-74.0% | $2,597-63.6% |
| Participant deferral / active EE | $2,630 | $3,566-26.2% | $4,729-44.4% | $4,028-34.7% |
| Admin fee / account holder | $1,426 | $5,222-72.7% | $6,410-77.7% | $5,403-73.6% |