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 | $30,385+192.0% | $56,054+58.3% | $74,400+19.3% |
| Participation rate | 16.1% | 32.9%-16.8pp | 52.5%-36.4pp | 67.2%-51.2pp |
| Annual return | 15.65% | 24.92%-9.3pp | 1705.95%-1690.3pp | 1367.51%-1351.9pp |
| Employer contribution / active EE | $626 | $609+2.8% | $1,039-39.7% | $2,624-76.1% |
| Participant deferral / active EE | $1,395 | $1,174+18.8% | $1,952-28.6% | $4,348-67.9% |
| Admin fee / account holder | $14,754 | $2,361+524.9% | $2,822+422.7% | $1,944+659.1% |