Filed May 6, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,923 | $51,642-40.1% | $129,384-76.1% | $80,935-61.8% |
| Participation rate | 33.0% | 56.9%-23.9pp | 69.6%-36.6pp | 67.7%-34.7pp |
| Annual return | 15.12% | 20.78%-5.7pp | 9461.77%-9446.7pp | 35.66%-20.5pp |
| Employer contribution / active EE | $1,131 | $1,583-28.5% | $4,153-72.8% | $2,757-59.0% |
| Participant deferral / active EE | $1,685 | $2,670-36.9% | $4,166-59.6% | $4,299-60.8% |
| Admin fee / account holder | $2,253 | $4,312-47.8% | $7,686-70.7% | $6,924-67.5% |