Filed September 18, 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 | $71,784 | $106,008-32.3% | $92,240-22.2% | $147,586-51.4% |
| Participation rate | 45.8% | 80.4%-34.6pp | 76.5%-30.6pp | 82.8%-37.0pp |
| Annual return | 339.23% | 50.05%+289.2pp | 176.29%+162.9pp | 578.59%-239.4pp |
| Employer contribution / active EE | $1,243 | $4,333-71.3% | $3,680-66.2% | $4,876-74.5% |
| Participant deferral / active EE | $4,659 | $4,478+4.0% | $3,897+19.6% | $5,439-14.3% |
| Admin fee / account holder | $477 | $6,333-92.5% | $5,194-90.8% | $10,886-95.6% |