Filed December 4, 2018
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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 | $26,982 | $105,867-74.5% | $90,760-70.3% | $134,532-79.9% |
| Participation rate | 35.3% | 78.3%-43.0pp | 75.7%-40.4pp | 81.2%-45.9pp |
| Annual return | -12.21% | -10.99%-1.2pp | -12.16%-0.1pp | 418.27%-430.5pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,951 | $5,217-43.4% | $4,565-35.4% | $6,401-53.9% |
| Admin fee / account holder | $4,273 | $13,936-69.3% | $8,444-49.4% | $11,429-62.6% |