Filed December 30, 2019
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $95,090-42.4% | $211,142-74.0% | $64,728-15.3% |
| Participation rate | 19.9% | 85.7%-65.8pp | 87.3%-67.4pp | 57.9%-38.0pp |
| Annual return | 17.11% | 49.50%-32.4pp | 46.84%-29.7pp | 49.38%-32.3pp |
| Employer contribution / active EE | $0 | $4,313-100.0% | $6,442-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $1,980 | $6,774-70.8% | $9,284-78.7% | $2,729-27.5% |
| Admin fee / account holder | $8,584 | $538+1496.5% | $19,076-55.0% | $1,145+649.6% |