Filed October 13, 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 | $238,548 | $154,228+54.7% | $145,433+64.0% | $137,256+73.8% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 13.48% | 74.59%-61.1pp | 66.58%-53.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $2,022 | $4,804-57.9% | $4,554-55.6% | $4,156-51.4% |
| Participant deferral / active EE | $10,186 | $8,216+24.0% | $7,897+29.0% | $6,407+59.0% |
| Admin fee / account holder | $88,315 | $14,344+515.7% | $13,129+572.7% | $12,270+619.8% |