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 | $62,384 | $64,719-3.6% | $112,249-44.4% | $68,486-8.9% |
| Participation rate | 58.5% | 67.2%-8.6pp | 75.1%-16.6pp | 67.9%-9.4pp |
| Annual return | -15.31% | -11.40%-3.9pp | 27.48%-42.8pp | -7.85%-7.5pp |
| Employer contribution / active EE | $1,581 | $2,747-42.4% | $3,636-56.5% | $2,597-39.1% |
| Participant deferral / active EE | $2,732 | $3,565-23.4% | $4,729-42.2% | $4,028-32.2% |
| Admin fee / account holder | $5,643 | $5,232+7.9% | $6,412-12.0% | $5,404+4.4% |