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 | $88,794 | $27,800+219.4% | $58,544+51.7% | $71,495+24.2% |
| Participation rate | 15.2% | 34.6%-19.4pp | 50.9%-35.7pp | 67.9%-52.7pp |
| Annual return | 21.76% | 26.80%-5.0pp | 4249.56%-4227.8pp | 28.85%-7.1pp |
| Employer contribution / active EE | $655 | $632+3.7% | $1,053-37.8% | $2,589-74.7% |
| Participant deferral / active EE | $1,288 | $1,208+6.6% | $1,923-33.0% | $4,291-70.0% |
| Admin fee / account holder | $1,578 | $1,637-3.6% | $2,520-37.4% | $1,588-0.6% |