Filed December 18, 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 | $116,628 | $56,894+105.0% | $84,753+37.6% | $62,881+85.5% |
| Participation rate | 59.0% | 68.5%-9.5pp | 76.6%-17.6pp | 69.3%-10.3pp |
| Annual return | 10.90% | 6.30%+4.6pp | 22.78%-11.9pp | 20.14%-9.2pp |
| Employer contribution / active EE | $1,949 | $2,400-18.8% | $3,574-45.5% | $2,281-14.5% |
| Participant deferral / active EE | $5,891 | $2,709+117.4% | $3,712+58.7% | $3,203+83.9% |
| Admin fee / account holder | $1,265 | $3,581-64.7% | $5,333-76.3% | $4,296-70.5% |