Filed July 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 | $23,676 | $55,437-57.3% | $155,534-84.8% | $74,459-68.2% |
| Participation rate | 16.0% | 61.9%-45.9pp | 78.2%-62.2pp | 67.2%-51.2pp |
| Annual return | 20.24% | 269.58%-249.3pp | 64.92%-44.7pp | 1369.70%-1349.5pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,284 | $2,837-54.7% | $5,630-77.2% | $4,350-70.5% |
| Admin fee / account holder | $4,539 | $1,742+160.5% | $15,900-71.5% | $1,945+133.4% |