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 | $34,932+154.0% | $56,441+57.2% | $74,546+19.0% |
| Participation rate | 16.1% | 32.9%-16.8pp | 52.5%-36.4pp | 67.2%-51.2pp |
| Annual return | 15.65% | 24.90%-9.2pp | 1704.21%-1688.6pp | 1366.03%-1350.4pp |
| Employer contribution / active EE | $626 | $608+2.9% | $1,039-39.7% | $2,624-76.1% |
| Participant deferral / active EE | $1,395 | $1,173+18.9% | $1,953-28.6% | $4,347-67.9% |
| Admin fee / account holder | $14,754 | $2,359+525.4% | $2,829+421.5% | $1,944+659.1% |