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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,615 | $61,391-50.1% | $149,723-79.6% | $71,529-57.2% |
| Participation rate | 47.2% | 62.5%-15.3pp | 78.8%-31.6pp | 67.9%-20.7pp |
| Annual return | -5.69% | 35.88%-41.6pp | 134.50%-140.2pp | 28.97%-34.7pp |
| Employer contribution / active EE | $959 | $2,384-59.8% | $4,821-80.1% | $2,590-63.0% |
| Participant deferral / active EE | $1,557 | $2,921-46.7% | $5,682-72.6% | $4,291-63.7% |
| Admin fee / account holder | $9,538 | $1,264+654.5% | $13,215-27.8% | $1,588+500.5% |