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 | $30,423+191.6% | $56,025+58.4% | $74,478+19.1% |
| Participation rate | 16.1% | 32.9%-16.8pp | 52.5%-36.5pp | 67.2%-51.2pp |
| Annual return | 15.65% | 24.97%-9.3pp | 1712.69%-1697.0pp | 1370.56%-1354.9pp |
| Employer contribution / active EE | $626 | $610+2.6% | $1,042-39.9% | $2,626-76.2% |
| Participant deferral / active EE | $1,395 | $1,176+18.6% | $1,955-28.6% | $4,350-67.9% |
| Admin fee / account holder | $14,754 | $2,363+524.3% | $2,828+421.7% | $1,946+658.3% |