Filed October 23, 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 | $9,721 | $29,667-67.2% | $56,441-82.8% | $80,874-88.0% |
| Participation rate | 8.6% | 41.7%-33.1pp | 52.5%-43.9pp | 67.6%-59.1pp |
| Annual return | 26.38% | 35.22%-8.8pp | 1704.21%-1677.8pp | 35.62%-9.2pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $431 | $1,227-64.8% | $1,953-77.9% | $4,297-90.0% |
| Admin fee / account holder | $607 | $2,429-75.0% | $2,829-78.5% | $6,935-91.2% |