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 | $60,478 | $62,672-3.5% | $185,117-67.3% | $70,126-13.8% |
| Participation rate | 57.5% | 63.8%-6.3pp | 77.3%-19.8pp | 69.5%-12.0pp |
| Annual return | 13.56% | 40.79%-27.2pp | 40.50%-26.9pp | 73.15%-59.6pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,424 | $3,272+96.4% | $5,045+27.3% | $3,332+92.8% |
| Admin fee / account holder | $1,547 | $3,932-60.7% | $8,159-81.0% | $4,645-66.7% |