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 | $71,871 | $73,988-2.9% | $96,538-25.6% | $75,177-4.4% |
| Participation rate | 54.8% | 66.4%-11.6pp | 74.3%-19.5pp | 67.2%-12.4pp |
| Annual return | 16.91% | 26.73%-9.8pp | 35.74%-18.8pp | 160.75%-143.8pp |
| Employer contribution / active EE | $1,349 | $2,930-54.0% | $3,740-63.9% | $2,671-49.5% |
| Participant deferral / active EE | $3,846 | $3,660+5.1% | $4,880-21.2% | $4,126-6.8% |
| Admin fee / account holder | $3,222 | $5,220-38.3% | $6,737-52.2% | $5,651-43.0% |