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 | $95,453+69.9% | $112,040+44.8% | $82,448+96.7% |
| Participation rate | 64.1% | 72.8%-8.7pp | 76.5%-12.4pp | 68.1%-4.0pp |
| Annual return | 14.33% | 23.92%-9.6pp | 24.52%-10.2pp | 41.64%-27.3pp |
| Employer contribution / active EE | $1,627 | $2,318-29.8% | $2,954-44.9% | $2,551-36.2% |
| Participant deferral / active EE | $4,481 | $4,224+6.1% | $5,098-12.1% | $4,139+8.2% |
| Admin fee / account holder | $7,735 | $9,013-14.2% | $12,098-36.1% | $7,234+6.9% |