Filed October 26, 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 | $63,411 | $197,819-67.9% | $155,789-59.3% | $125,389-49.4% |
| Participation rate | 60.9% | 82.1%-21.2pp | 76.1%-15.2pp | 83.2%-22.3pp |
| Annual return | -1.99% | 86.73%-88.7pp | 71.54%-73.5pp | 282.24%-284.2pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,887 | $5,631+22.3% | $4,798+43.5% | $5,352+28.7% |
| Admin fee / account holder | $2,266 | $9,544-76.3% | $7,477-69.7% | $9,541-76.2% |