Filed October 21, 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 | $47,546 | $105,284-54.8% | $150,734-68.5% | $94,015-49.4% |
| Participation rate | 61.7% | 71.7%-10.0pp | 78.4%-16.7pp | 70.8%-9.1pp |
| Annual return | 18.89% | 15.67%+3.2pp | 600.81%-581.9pp | 17.84%+1.0pp |
| Employer contribution / active EE | $2,687 | $3,599-25.3% | $4,918-45.4% | $2,790-3.7% |
| Participant deferral / active EE | $4,054 | $4,274-5.1% | $5,610-27.7% | $4,249-4.6% |
| Admin fee / account holder | $4,025 | $9,839-59.1% | $14,905-73.0% | $8,951-55.0% |