Filed November 15, 2018
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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 | $60,454 | $165,361-63.4% | $149,715-59.6% | $158,950-62.0% |
| Participation rate | 55.6% | 84.6%-29.0pp | 82.5%-26.9pp | 82.0%-26.4pp |
| Annual return | 13.57% | 348.24%-334.7pp | 276.66%-263.1pp | 302.91%-289.3pp |
| Employer contribution / active EE | $6,426 | $5,103+25.9% | $4,645+38.4% | $4,762+35.0% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,884 | $10,808-82.6% | $9,310-79.8% | $11,248-83.3% |