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 | $80,107 | $62,583+28.0% | $76,767+4.4% | $64,173+24.8% |
| Participation rate | 55.2% | 72.8%-17.6pp | 77.0%-21.8pp | 69.6%-14.4pp |
| Annual return | 1.08% | -1.95%+3.0pp | 2.43%-1.4pp | 7.63%-6.6pp |
| Employer contribution / active EE | $838 | $1,832-54.3% | $2,485-66.3% | $2,381-64.8% |
| Participant deferral / active EE | $2,050 | $3,145-34.8% | $3,852-46.8% | $3,470-40.9% |
| Admin fee / account holder | $1,143 | $4,667-75.5% | $6,675-82.9% | $4,887-76.6% |