Filed December 27, 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 | $26,380 | $57,140-53.8% | $85,240-69.1% | $80,959-67.4% |
| Participation rate | 66.0% | 56.4%+9.5pp | 67.5%-1.6pp | 67.7%-1.7pp |
| Annual return | 20.04% | 21.71%-1.7pp | 66.75%-46.7pp | 35.67%-15.6pp |
| Employer contribution / active EE | $307 | $1,802-83.0% | $2,735-88.8% | $2,757-88.9% |
| Participant deferral / active EE | $1,781 | $3,115-42.8% | $4,527-60.7% | $4,300-58.6% |
| Admin fee / account holder | $3,262 | $4,992-34.6% | $6,165-47.1% | $6,925-52.9% |