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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,404 | $227,291-64.6% | $214,702-62.6% | $155,188-48.2% |
| Participation rate | 57.1% | 88.0%-30.8pp | 87.5%-30.3pp | 80.8%-23.7pp |
| Annual return | 9.62% | 60.08%-50.5pp | 54.55%-44.9pp | 148.84%-139.2pp |
| Employer contribution / active EE | $1,852 | $6,772-72.6% | $6,461-71.3% | $4,248-56.4% |
| Participant deferral / active EE | $6,828 | $9,582-28.7% | $9,147-25.4% | $6,531+4.5% |
| Admin fee / account holder | $16,987 | $20,413-16.8% | $19,830-14.3% | $14,480+17.3% |