Filed August 15, 2019
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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 | $43,417 | $40,263+7.8% | $57,347-24.3% | $59,632-27.2% |
| Participation rate | 11.8% | 69.2%-57.4pp | 75.1%-63.3pp | 68.7%-56.9pp |
| Annual return | 1.32% | 27.50%-26.2pp | 24.40%-23.1pp | 2041.32%-2040.0pp |
| Employer contribution / active EE | $961 | $1,922-50.0% | $2,689-64.3% | $2,203-56.4% |
| Participant deferral / active EE | $3,606 | $2,400+50.3% | $3,162+14.1% | $3,192+13.0% |
| Admin fee / account holder | $1,984 | $2,819-29.6% | $3,356-40.9% | $4,297-53.8% |