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 | $26,900 | $43,730-38.5% | $121,220-77.8% | $64,173-58.1% |
| Participation rate | 62.5% | 58.3%+4.2pp | 71.8%-9.3pp | 69.6%-7.1pp |
| Annual return | 15.33% | 68.94%-53.6pp | 16.94%-1.6pp | 7.63%+7.7pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,628 | $2,281-28.6% | $3,345-51.3% | $3,470-53.1% |
| Admin fee / account holder | $1,515 | $3,502-56.8% | $5,021-69.8% | $4,887-69.0% |