Filed April 15, 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 | $196,943 | $102,385+92.4% | $147,080+33.9% | $80,935+143.3% |
| Participation rate | 67.6% | 75.9%-8.3pp | 82.2%-14.6pp | 67.7%-0.1pp |
| Annual return | 16.39% | 135.09%-118.7pp | 420.17%-403.8pp | 35.66%-19.3pp |
| Employer contribution / active EE | $3,166 | $3,717-14.8% | $4,933-35.8% | $2,757+14.9% |
| Participant deferral / active EE | $7,448 | $6,651+12.0% | $8,066-7.7% | $4,299+73.2% |
| Admin fee / account holder | $9,506 | $7,951+19.6% | $12,989-26.8% | $6,924+37.3% |