Filed November 28, 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 | $84,497 | $56,894+48.5% | $84,753-0.3% | $62,881+34.4% |
| Participation rate | 39.3% | 68.5%-29.3pp | 76.6%-37.3pp | 69.3%-30.0pp |
| Annual return | 7.22% | 6.30%+0.9pp | 22.78%-15.6pp | 20.14%-12.9pp |
| Employer contribution / active EE | $891 | $2,400-62.9% | $3,574-75.1% | $2,281-60.9% |
| Participant deferral / active EE | $2,533 | $2,709-6.5% | $3,712-31.8% | $3,203-20.9% |
| Admin fee / account holder | $5,848 | $3,581+63.3% | $5,333+9.7% | $4,296+36.1% |