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 | $105,594 | $71,873+46.9% | $86,698+21.8% | $68,490+54.2% |
| Participation rate | 39.4% | 72.2%-32.9pp | 76.6%-37.2pp | 67.9%-28.5pp |
| Annual return | -12.34% | 3.54%-15.9pp | 35.96%-48.3pp | -7.85%-4.5pp |
| Employer contribution / active EE | $2,878 | $2,173+32.4% | $2,837+1.4% | $2,597+10.8% |
| Participant deferral / active EE | $5,743 | $3,779+52.0% | $4,656+23.3% | $4,028+42.6% |
| Admin fee / account holder | $14,920 | $6,110+144.2% | $7,492+99.2% | $5,403+176.2% |