Filed December 30, 2019
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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 | $54,796 | $69,255-20.9% | $256,809-78.7% | $69,255-20.9% |
| Participation rate | 19.9% | 69.0%-49.1pp | 88.5%-68.6pp | 69.0%-49.1pp |
| Annual return | 17.11% | 26.73%-9.6pp | 32.73%-15.6pp | 26.73%-9.6pp |
| Employer contribution / active EE | $0 | $2,645-100.0% | $7,263-100.0% | $2,645-100.0% |
| Participant deferral / active EE | $1,980 | $2,890-31.5% | $9,520-79.2% | $2,890-31.5% |
| Admin fee / account holder | $8,584 | $733+1071.4% | $25,146-65.9% | $733+1071.4% |