Filed December 31, 2019
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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 | $160,781 | $64,311+150.0% | $57,356+180.3% | $125,389+28.2% |
| Participation rate | 54.2% | 78.6%-24.5pp | 75.1%-20.9pp | 83.2%-29.0pp |
| Annual return | 0.83% | 25.14%-24.3pp | 24.41%-23.6pp | 282.24%-281.4pp |
| Employer contribution / active EE | $6,551 | $3,193+105.2% | $2,689+143.7% | $4,866+34.6% |
| Participant deferral / active EE | $5,815 | $3,846+51.2% | $3,162+83.9% | $5,352+8.7% |
| Admin fee / account holder | $2,609 | $5,243-50.2% | $3,357-22.3% | $9,541-72.7% |