Filed April 14, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,055 | $102,393-39.4% | $147,041-57.8% | $80,911-23.3% |
| Participation rate | 67.6% | 75.9%-8.2pp | 82.2%-14.5pp | 67.6%0pp |
| Annual return | 10.02% | 134.95%-124.9pp | 419.21%-409.2pp | 35.63%-25.6pp |
| Employer contribution / active EE | $4,547 | $3,715+22.4% | $4,935-7.9% | $2,756+65.0% |
| Participant deferral / active EE | $9,812 | $6,647+47.6% | $8,071+21.6% | $4,297+128.3% |
| Admin fee / account holder | $6,128 | $7,943-22.9% | $13,006-52.9% | $6,935-11.6% |