Filed January 3, 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 | $65,632 | $84,233-22.1% | $170,436-61.5% | $70,131-6.4% |
| Participation rate | 38.8% | 70.8%-32.0pp | 83.6%-44.8pp | 69.5%-30.7pp |
| Annual return | 16.25% | 23.06%-6.8pp | 205.94%-189.7pp | 73.14%-56.9pp |
| Employer contribution / active EE | $583 | $3,387-82.8% | $5,433-89.3% | $2,342-75.1% |
| Participant deferral / active EE | $1,875 | $3,086-39.2% | $4,939-62.0% | $3,332-43.7% |
| Admin fee / account holder | $6,379 | $5,698+12.0% | $13,880-54.0% | $4,645+37.3% |