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 | $124,995 | $63,342+97.3% | $92,235+35.5% | $70,131+78.2% |
| Participation rate | 57.4% | 68.7%-11.2pp | 76.5%-19.0pp | 69.5%-12.1pp |
| Annual return | 20.93% | 530.15%-509.2pp | 176.28%-155.3pp | 73.14%-52.2pp |
| Employer contribution / active EE | $1,752 | $2,471-29.1% | $3,679-52.4% | $2,342-25.2% |
| Participant deferral / active EE | $5,825 | $2,854+104.1% | $3,897+49.5% | $3,332+74.8% |
| Admin fee / account holder | $5,085 | $3,840+32.4% | $5,194-2.1% | $4,645+9.5% |