Filed April 26, 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 | $18,748 | $59,332-68.4% | $90,223-79.2% | $59,633-68.6% |
| Participation rate | 47.8% | 71.9%-24.1pp | 79.0%-31.2pp | 68.7%-20.8pp |
| Annual return | -1.36% | 3.25%-4.6pp | 1.31%-2.7pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $1,944 | $3,031-35.9% | $4,378-55.6% | $2,203-11.8% |
| Participant deferral / active EE | $2,962 | $4,369-32.2% | $5,792-48.9% | $3,192-7.2% |
| Admin fee / account holder | $3,155 | $5,032-37.3% | $7,406-57.4% | $4,297-26.6% |