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 | $28,031 | $64,719-56.7% | $112,249-75.0% | $68,486-59.1% |
| Participation rate | 62.2% | 67.2%-5.0pp | 75.1%-12.9pp | 67.9%-5.7pp |
| Annual return | -17.18% | -11.40%-5.8pp | 27.48%-44.7pp | -7.85%-9.3pp |
| Employer contribution / active EE | $720 | $2,747-73.8% | $3,636-80.2% | $2,597-72.3% |
| Participant deferral / active EE | $3,817 | $3,565+7.1% | $4,729-19.3% | $4,028-5.2% |
| Admin fee / account holder | $3,693 | $5,232-29.4% | $6,412-42.4% | $5,404-31.7% |