Filed May 26, 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,806 | $138,366-91.5% | $184,185-93.6% | $80,911-85.4% |
| Participation rate | 0.0% | 83.9%-83.9pp | 86.8%-86.8pp | 67.6%-67.6pp |
| Annual return | -88.06% | 20.02%-108.1pp | 28.81%-116.9pp | 35.63%-123.7pp |
| Employer contribution / active EE | $0 | $4,849-100.0% | $6,426-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $7,074-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $5,859 | $10,484-44.1% | $13,909-57.9% | $6,935-15.5% |