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 | $52,119 | $56,054-7.0% | $171,082-69.5% | $62,881-17.1% |
| Participation rate | 54.1% | 62.9%-8.8pp | 76.7%-22.6pp | 69.3%-15.3pp |
| Annual return | 6.83% | 22.52%-15.7pp | 32.56%-25.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,954 | $3,158+56.9% | $4,797+3.3% | $3,203+54.7% |
| Admin fee / account holder | $3,986 | $3,647+9.3% | $8,520-53.2% | $4,296-7.2% |