Filed February 11, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,327 | $99,009-95.6% | $86,581-95.0% | $147,585-97.1% |
| Participation rate | 57.1% | 76.3%-19.2pp | 73.5%-16.4pp | 82.8%-25.7pp |
| Annual return | 18.82% | 1312.70%-1293.9pp | 965.06%-946.2pp | 578.58%-559.8pp |
| Employer contribution / active EE | $655 | $3,132-79.1% | $2,840-76.9% | $4,876-86.6% |
| Participant deferral / active EE | $1,764 | $3,972-55.6% | $3,609-51.1% | $5,439-67.6% |
| Admin fee / account holder | $740 | $5,709-87.0% | $4,904-84.9% | $10,886-93.2% |