Filed July 9, 2018
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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 | $18,970 | $45,438-58.3% | $80,004-76.3% | $59,633-68.2% |
| Participation rate | 67.6% | 63.7%+3.8pp | 73.0%-5.4pp | 68.7%-1.1pp |
| Annual return | -1.83% | 5.10%-6.9pp | 7.63%-9.5pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $1,981 | $1,236+60.3% | $2,473-19.9% | $2,203-10.1% |
| Participant deferral / active EE | $3,188 | $2,231+42.9% | $3,204-0.5% | $3,192-0.1% |
| Admin fee / account holder | $314 | $3,464-90.9% | $5,033-93.8% | $4,297-92.7% |