Filed September 19, 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 | $44,995 | $82,028-45.1% | $123,105-63.4% | $59,633-24.5% |
| Participation rate | 56.8% | 83.2%-26.4pp | 86.8%-30.0pp | 68.7%-11.9pp |
| Annual return | -0.49% | 5.12%-5.6pp | 13.22%-13.7pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $1,596 | $3,297-51.6% | $5,151-69.0% | $2,203-27.5% |
| Participant deferral / active EE | $3,521 | $4,667-24.5% | $6,229-43.5% | $3,192+10.3% |
| Admin fee / account holder | $14,616 | $5,879+148.6% | $9,014+62.1% | $4,297+240.1% |