Filed June 6, 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 | $43,964 | $60,349-27.2% | $74,184-40.7% | $62,881-30.1% |
| Participation rate | 68.3% | 72.7%-4.4pp | 76.6%-8.3pp | 69.3%-1.0pp |
| Annual return | 11.97% | 21.38%-9.4pp | 17.74%-5.8pp | 20.14%-8.2pp |
| Employer contribution / active EE | $1,910 | $1,680+13.7% | $2,370-19.4% | $2,281-16.3% |
| Participant deferral / active EE | $3,323 | $2,856+16.4% | $3,550-6.4% | $3,203+3.8% |
| Admin fee / account holder | $4,642 | $4,261+8.9% | $5,586-16.9% | $4,296+8.1% |