Filed June 12, 2019
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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 | $162,191 | $97,550+66.3% | $120,344+34.8% | $87,485+85.4% |
| Participation rate | 64.1% | 72.8%-8.7pp | 76.7%-12.6pp | 68.9%-4.8pp |
| Annual return | 14.33% | 18.41%-4.1pp | 20.30%-6.0pp | 26.06%-11.7pp |
| Employer contribution / active EE | $1,627 | $2,291-29.0% | $3,020-46.1% | $2,596-37.3% |
| Participant deferral / active EE | $4,481 | $4,230+5.9% | $5,135-12.7% | $4,274+4.8% |
| Admin fee / account holder | $7,735 | $9,543-18.9% | $12,742-39.3% | $7,775-0.5% |