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 | $92,811+12.5% | $238,191-56.1% | $86,983+20.1% |
| Participation rate | 47.2% | 69.3%-22.2pp | 77.1%-29.9pp | 69.5%-22.4pp |
| Annual return | 14.98% | 16.16%-1.2pp | 13.02%+2.0pp | 25.83%-10.9pp |
| Employer contribution / active EE | $0 | $2,728-100.0% | $5,082-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,228 | $4,479+16.7% | $6,726-22.3% | $4,194+24.7% |
| Admin fee / account holder | $15,729 | $9,177+71.4% | $34,582-54.5% | $7,856+100.2% |