Filed September 17, 2020
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,919 | $63,924-45.4% | $108,582-67.8% | $55,167-36.7% |
| Participation rate | 57.5% | 74.3%-16.8pp | 79.6%-22.0pp | 69.0%-11.4pp |
| Annual return | 8.45% | 15.31%-6.9pp | -51.70%+60.2pp | 169.23%-160.8pp |
| Employer contribution / active EE | $385 | $1,879-79.5% | $3,758-89.7% | $1,963-80.4% |
| Participant deferral / active EE | $2,337 | $3,067-23.8% | $4,311-45.8% | $3,054-23.5% |
| Admin fee / account holder | $1,684 | $618+172.7% | $7,645-78.0% | $504+234.2% |