Filed October 30, 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 | $27,283 | $64,716-57.8% | $112,258-75.7% | $68,495-60.2% |
| Participation rate | 63.0% | 67.2%-4.2pp | 75.1%-12.1pp | 67.9%-4.9pp |
| Annual return | -14.16% | -11.40%-2.8pp | 27.47%-41.6pp | -7.84%-6.3pp |
| Employer contribution / active EE | $4,054 | $2,746+47.6% | $3,636+11.5% | $2,596+56.1% |
| Participant deferral / active EE | $6,120 | $3,565+71.7% | $4,728+29.4% | $4,028+52.0% |
| Admin fee / account holder | $6,939 | $5,232+32.6% | $6,411+8.2% | $5,403+28.4% |