Filed August 27, 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 | $26,182 | $52,519-50.1% | $155,789-83.2% | $59,633-56.1% |
| Participation rate | 68.2% | 61.7%+6.5pp | 76.1%-7.9pp | 68.7%-0.5pp |
| Annual return | -0.56% | 53.51%-54.1pp | 71.54%-72.1pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $667 | $1,589-58.0% | $3,839-82.6% | $2,203-69.7% |
| Participant deferral / active EE | $1,638 | $3,084-46.9% | $4,798-65.9% | $3,192-48.7% |
| Admin fee / account holder | $7,368 | $3,540+108.1% | $7,477-1.5% | $4,297+71.5% |