Filed January 24, 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 | $21,083 | $81,331-74.1% | $155,534-86.4% | $80,935-74.0% |
| Participation rate | 19.1% | 66.3%-47.1pp | 78.2%-59.1pp | 67.7%-48.5pp |
| Annual return | 53.43% | 33.37%+20.1pp | 64.92%-11.5pp | 35.66%+17.8pp |
| Employer contribution / active EE | $596 | $3,105-80.8% | $4,675-87.3% | $2,757-78.4% |
| Participant deferral / active EE | $942 | $3,454-72.7% | $5,630-83.3% | $4,299-78.1% |
| Admin fee / account holder | $1,609 | $7,999-79.9% | $15,900-89.9% | $6,924-76.8% |