Filed August 28, 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 | $42,480 | $81,276-47.7% | $155,574-72.7% | $80,925-47.5% |
| Participation rate | 58.1% | 66.2%-8.2pp | 78.2%-20.1pp | 67.7%-9.6pp |
| Annual return | 11.96% | 33.36%-21.4pp | 64.87%-52.9pp | 35.65%-23.7pp |
| Employer contribution / active EE | $2,735 | $3,103-11.9% | $4,676-41.5% | $2,756-0.8% |
| Participant deferral / active EE | $3,418 | $3,453-1.0% | $5,629-39.3% | $4,299-20.5% |
| Admin fee / account holder | $25,509 | $7,993+219.1% | $15,914+60.3% | $6,940+267.6% |