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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,442 | $62,672-62.6% | $185,117-87.3% | $70,126-66.6% |
| Participation rate | 60.0% | 63.8%-3.8pp | 77.3%-17.3pp | 69.5%-9.5pp |
| Annual return | 9.25% | 40.79%-31.5pp | 40.50%-31.2pp | 73.15%-63.9pp |
| Employer contribution / active EE | $728 | $1,753-58.5% | $4,182-82.6% | $2,343-68.9% |
| Participant deferral / active EE | $1,750 | $3,272-46.5% | $5,045-65.3% | $3,332-47.5% |
| Admin fee / account holder | $18,005 | $3,932+357.9% | $8,159+120.7% | $4,645+287.6% |