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 | $57,061-53.8% | $85,063-69.0% | $80,911-67.4% |
| Participation rate | 66.0% | 56.3%+9.6pp | 67.5%-1.5pp | 67.6%-1.7pp |
| Annual return | 20.04% | 21.66%-1.6pp | 66.54%-46.5pp | 35.63%-15.6pp |
| Employer contribution / active EE | $307 | $1,799-82.9% | $2,727-88.8% | $2,756-88.9% |
| Participant deferral / active EE | $1,781 | $3,110-42.8% | $4,523-60.6% | $4,297-58.6% |
| Admin fee / account holder | $3,262 | $4,986-34.6% | $6,155-47.0% | $6,935-53.0% |