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 | $80,781-1.0% | $102,437-21.9% | $74,478+7.4% |
| Participation rate | 41.9% | 65.7%-23.7pp | 74.5%-32.6pp | 67.2%-25.3pp |
| Annual return | 12.64% | 27.58%-14.9pp | 24.95%-12.3pp | 1370.56%-1357.9pp |
| Employer contribution / active EE | $1,313 | $3,160-58.5% | $3,871-66.1% | $2,626-50.0% |
| Participant deferral / active EE | $2,327 | $3,862-39.7% | $5,060-54.0% | $4,350-46.5% |
| Admin fee / account holder | $4,946 | $2,372+108.5% | $8,388-41.0% | $1,946+154.2% |