Filed July 29, 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 | $42,112 | $48,050-12.4% | $85,969-51.0% | $59,633-29.4% |
| Participation rate | 41.3% | 64.5%-23.2pp | 76.5%-35.2pp | 68.7%-27.4pp |
| Annual return | -0.04% | 0.29%-0.3pp | 9.32%-9.4pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,075 | $1,640-34.5% | $3,474-69.1% | $2,203-51.2% |
| Participant deferral / active EE | $2,459 | $2,249+9.3% | $3,829-35.8% | $3,192-22.9% |
| Admin fee / account holder | $42,256 | $3,206+1218.0% | $6,053+598.1% | $4,297+883.4% |