Filed May 11, 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 | $104,448 | $99,633+4.8% | $183,328-43.0% | $82,448+26.7% |
| Participation rate | 47.2% | 70.8%-23.6pp | 77.3%-30.2pp | 68.1%-20.9pp |
| Annual return | 14.98% | 17.84%-2.9pp | 29.67%-14.7pp | 41.64%-26.7pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,055-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,228 | $4,938+5.9% | $6,795-23.1% | $4,139+26.3% |
| Admin fee / account holder | $15,729 | $9,934+58.3% | $21,427-26.6% | $7,234+117.4% |