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 | $53,491 | $64,176-16.6% | $112,249-52.3% | $66,938-20.1% |
| Participation rate | 48.2% | 68.4%-20.2pp | 75.1%-26.8pp | 69.8%-21.6pp |
| Annual return | -18.13% | -13.80%-4.3pp | 27.48%-45.6pp | 1.58%-19.7pp |
| Employer contribution / active EE | $1,274 | $3,007-57.6% | $3,636-65.0% | $2,545-50.0% |
| Participant deferral / active EE | $2,866 | $3,694-22.4% | $4,729-39.4% | $4,238-32.4% |
| Admin fee / account holder | $3,743 | $626+498.1% | $6,412-41.6% | $594+530.6% |