Filed May 27, 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 | $84,749 | $138,385-38.8% | $184,243-54.0% | $80,925+4.7% |
| Participation rate | 66.7% | 83.9%-17.2pp | 86.8%-20.2pp | 67.7%-1.0pp |
| Annual return | 11.95% | 20.02%-8.1pp | 28.82%-16.9pp | 35.65%-23.7pp |
| Employer contribution / active EE | $3,685 | $4,851-24.0% | $6,427-42.7% | $2,756+33.7% |
| Participant deferral / active EE | $5,477 | $7,075-22.6% | $9,132-40.0% | $4,299+27.4% |
| Admin fee / account holder | $11,973 | $10,489+14.2% | $13,914-13.9% | $6,940+72.5% |