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 | $57,073-53.8% | $85,126-69.0% | $80,925-67.4% |
| Participation rate | 66.0% | 56.4%+9.6pp | 67.5%-1.6pp | 67.7%-1.7pp |
| Annual return | 20.04% | 21.69%-1.7pp | 66.63%-46.6pp | 35.65%-15.6pp |
| Employer contribution / active EE | $307 | $1,801-83.0% | $2,731-88.8% | $2,756-88.9% |
| Participant deferral / active EE | $1,781 | $3,113-42.8% | $4,523-60.6% | $4,299-58.6% |
| Admin fee / account holder | $3,262 | $4,988-34.6% | $6,160-47.0% | $6,940-53.0% |