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 | $115,186 | $78,423+46.9% | $95,964+20.0% | $79,856+44.2% |
| Participation rate | 68.0% | 73.5%-5.5pp | 77.1%-9.1pp | 69.6%-1.6pp |
| Annual return | 17.10% | 19.37%-2.3pp | 91.64%-74.5pp | 31.71%-14.6pp |
| Employer contribution / active EE | $1,433 | $1,945-26.4% | $2,541-43.6% | $2,471-42.0% |
| Participant deferral / active EE | $3,834 | $3,440+11.5% | $4,167-8.0% | $3,741+2.5% |
| Admin fee / account holder | $773 | $5,622-86.3% | $6,797-88.6% | $5,306-85.4% |