Filed December 21, 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 | $58,503 | $65,961-11.3% | $180,320-67.6% | $94,015-37.8% |
| Participation rate | 50.8% | 61.3%-10.5pp | 71.5%-20.8pp | 70.8%-20.1pp |
| Annual return | 10.56% | 14.27%-3.7pp | 778.54%-768.0pp | 17.84%-7.3pp |
| Employer contribution / active EE | $853 | $1,737-50.9% | $4,108-79.2% | $2,790-69.4% |
| Participant deferral / active EE | $3,300 | $3,003+9.9% | $4,304-23.3% | $4,249-22.4% |
| Admin fee / account holder | $10,274 | $4,901+109.6% | $10,000+2.7% | $8,951+14.8% |