Filed March 26, 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 | $87,003 | $43,730+99.0% | $121,208-28.2% | $64,181+35.6% |
| Participation rate | 54.0% | 58.3%-4.3pp | 71.8%-17.7pp | 69.6%-15.5pp |
| Annual return | -3.67% | 68.94%-72.6pp | 16.93%-20.6pp | 7.63%-11.3pp |
| Employer contribution / active EE | $1,007 | $1,297-22.4% | $4,023-75.0% | $2,381-57.7% |
| Participant deferral / active EE | $2,288 | $2,281+0.3% | $3,345-31.6% | $3,470-34.1% |
| Admin fee / account holder | $2,280 | $3,502-34.9% | $5,020-54.6% | $4,887-53.4% |