Filed December 3, 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 | $25,890 | $66,124-60.8% | $90,430-71.4% | $73,493-64.8% |
| Participation rate | 36.9% | 69.7%-32.8pp | 72.7%-35.8pp | 70.7%-33.8pp |
| Annual return | 24.04% | 17.65%+6.4pp | 1293.73%-1269.7pp | 28.51%-4.5pp |
| Employer contribution / active EE | $742 | $2,346-68.4% | $3,262-77.3% | $2,270-67.3% |
| Participant deferral / active EE | $1,341 | $3,039-55.9% | $3,963-66.2% | $3,740-64.2% |
| Admin fee / account holder | $964 | $396+143.3% | $5,613-82.8% | $513+87.8% |