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 | $58,755 | $100,060-41.3% | $149,721-60.8% | $70,126-16.2% |
| Participation rate | 69.7% | 83.6%-13.9pp | 87.1%-17.4pp | 69.5%+0.2pp |
| Annual return | 13.87% | 27.46%-13.6pp | 1501.67%-1487.8pp | 73.15%-59.3pp |
| Employer contribution / active EE | $2,381 | $3,661-35.0% | $5,444-56.3% | $2,343+1.7% |
| Participant deferral / active EE | $2,960 | $4,982-40.6% | $6,568-54.9% | $3,332-11.2% |
| Admin fee / account holder | $8,981 | $8,285+8.4% | $11,282-20.4% | $4,645+93.3% |