Filed March 31, 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 | $79,971 | $80,731-0.9% | $103,374-22.6% | $74,546+7.3% |
| Participation rate | 41.9% | 65.7%-23.7pp | 74.5%-32.6pp | 67.2%-25.3pp |
| Annual return | 12.64% | 27.56%-14.9pp | 24.89%-12.2pp | 1366.03%-1353.4pp |
| Employer contribution / active EE | $1,313 | $3,158-58.4% | $3,869-66.1% | $2,624-50.0% |
| Participant deferral / active EE | $2,327 | $3,860-39.7% | $5,058-54.0% | $4,347-46.5% |
| Admin fee / account holder | $4,946 | $2,369+108.8% | $8,394-41.1% | $1,944+154.5% |