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 | $88,672-46.4% | $105,223-54.8% | $82,448-42.3% |
| Participation rate | 61.7% | 67.9%-6.2pp | 75.0%-13.3pp | 68.1%-6.4pp |
| Annual return | 18.89% | 30.86%-12.0pp | 180.65%-161.8pp | 41.64%-22.7pp |
| Employer contribution / active EE | $2,687 | $3,048-11.8% | $3,689-27.1% | $2,551+5.3% |
| Participant deferral / active EE | $4,054 | $4,036+0.5% | $5,072-20.1% | $4,139-2.1% |
| Admin fee / account holder | $4,025 | $7,146-43.7% | $8,859-54.6% | $7,234-44.4% |