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 | $141,163 | $86,949+62.4% | $102,460+37.8% | $80,959+74.4% |
| Participation rate | 62.1% | 72.4%-10.3pp | 76.5%-14.4pp | 67.7%-5.6pp |
| Annual return | 12.52% | 18.89%-6.4pp | 29.47%-16.9pp | 35.67%-23.1pp |
| Employer contribution / active EE | $1,358 | $2,370-42.7% | $3,025-55.1% | $2,757-50.7% |
| Participant deferral / active EE | $4,227 | $4,121+2.6% | $5,056-16.4% | $4,300-1.7% |
| Admin fee / account holder | $6,676 | $8,048-17.0% | $9,460-29.4% | $6,925-3.6% |