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 | $56,909 | $77,670-26.7% | $109,163-47.9% | $79,393-28.3% |
| Participation rate | 50.9% | 67.8%-16.9pp | 75.9%-25.0pp | 70.7%-19.8pp |
| Annual return | 14.07% | 23.44%-9.4pp | 25.75%-11.7pp | 116.87%-102.8pp |
| Employer contribution / active EE | $1,135 | $2,798-59.4% | $3,723-69.5% | $2,428-53.3% |
| Participant deferral / active EE | $2,869 | $3,518-18.5% | $4,654-38.4% | $4,046-29.1% |
| Admin fee / account holder | $20,273 | $732+2668.3% | $6,754+200.2% | $627+3136.0% |