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 | $92,041+13.5% | $299,830-65.2% | $94,015+11.1% |
| Participation rate | 47.2% | 71.4%-24.3pp | 78.5%-31.3pp | 70.8%-23.7pp |
| Annual return | 14.98% | 15.24%-0.3pp | 10.58%+4.4pp | 17.84%-2.9pp |
| Employer contribution / active EE | $0 | $2,506-100.0% | $5,842-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $5,228 | $4,287+22.0% | $7,038-25.7% | $4,249+23.0% |
| Admin fee / account holder | $15,729 | $8,997+74.8% | $50,982-69.1% | $8,951+75.7% |