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 | $93,345-49.1% | $119,126-60.1% | $87,485-45.7% |
| Participation rate | 61.7% | 68.7%-7.0pp | 75.8%-14.1pp | 68.9%-7.2pp |
| Annual return | 18.89% | 19.08%-0.2pp | 282.11%-263.2pp | 26.06%-7.2pp |
| Employer contribution / active EE | $2,687 | $3,172-15.3% | $4,034-33.4% | $2,596+3.5% |
| Participant deferral / active EE | $4,054 | $4,099-1.1% | $5,318-23.8% | $4,274-5.1% |
| Admin fee / account holder | $4,025 | $8,039-49.9% | $10,693-62.4% | $7,775-48.2% |