Filed January 14, 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 | $30,879 | $55,423-44.3% | $155,602-80.2% | $74,400-58.5% |
| Participation rate | 47.4% | 61.9%-14.4pp | 78.2%-30.8pp | 67.2%-19.8pp |
| Annual return | 13.58% | 269.07%-255.5pp | 64.81%-51.2pp | 1367.51%-1353.9pp |
| Employer contribution / active EE | $910 | $2,266-59.8% | $4,675-80.5% | $2,624-65.3% |
| Participant deferral / active EE | $1,776 | $2,835-37.4% | $5,629-68.5% | $4,348-59.2% |
| Admin fee / account holder | $2,332 | $1,744+33.7% | $15,923-85.4% | $1,944+20.0% |