Filed August 18, 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 | $68,464 | $59,448+15.2% | $93,696-26.9% | $74,459-8.1% |
| Participation rate | 55.2% | 59.6%-4.4pp | 68.7%-13.5pp | 67.2%-12.0pp |
| Annual return | 15.85% | 82.11%-66.3pp | 133.74%-117.9pp | 1369.70%-1353.8pp |
| Employer contribution / active EE | $507 | $1,266-59.9% | $2,422-79.1% | $2,626-80.7% |
| Participant deferral / active EE | $2,597 | $3,052-14.9% | $4,417-41.2% | $4,350-40.3% |
| Admin fee / account holder | $6,672 | $3,027+120.4% | $8,287-19.5% | $1,945+243.1% |