Filed May 23, 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 | $29,879 | $53,128-43.8% | $86,582-65.5% | $70,126-57.4% |
| Participation rate | 29.3% | 65.3%-36.0pp | 73.5%-44.2pp | 69.5%-40.2pp |
| Annual return | 1167.51% | 27.66%+1139.8pp | 965.08%+202.4pp | 73.15%+1094.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,982 | $2,695+10.6% | $3,609-17.4% | $3,332-10.5% |
| Admin fee / account holder | $1,532 | $3,584-57.3% | $4,904-68.8% | $4,645-67.0% |