Filed October 10, 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 | $88,724 | $30,421+191.7% | $56,077+58.2% | $74,429+19.2% |
| Participation rate | 16.1% | 32.9%-16.8pp | 52.5%-36.4pp | 67.2%-51.2pp |
| Annual return | 15.65% | 24.94%-9.3pp | 1709.28%-1693.6pp | 1368.38%-1352.7pp |
| Employer contribution / active EE | $626 | $610+2.7% | $1,040-39.8% | $2,625-76.1% |
| Participant deferral / active EE | $1,395 | $1,175+18.7% | $1,954-28.6% | $4,348-67.9% |
| Admin fee / account holder | $14,754 | $2,363+524.3% | $2,825+422.3% | $1,944+658.8% |