Filed April 28, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,404 | $212,386-62.1% | $199,883-59.8% | $138,895-42.1% |
| Participation rate | 57.1% | 87.4%-30.2pp | 86.8%-29.6pp | 79.9%-22.8pp |
| Annual return | 9.62% | 47.75%-38.1pp | 43.81%-34.2pp | 145.39%-135.8pp |
| Employer contribution / active EE | $1,852 | $6,625-72.0% | $6,261-70.4% | $4,194-55.8% |
| Participant deferral / active EE | $6,828 | $9,617-29.0% | $9,138-25.3% | $6,396+6.7% |
| Admin fee / account holder | $16,987 | $18,233-6.8% | $17,268-1.6% | $12,562+35.2% |