Filed April 18, 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 | $153,731 | $93,098+65.1% | $77,081+99.4% | $134,509+14.3% |
| Participation rate | 61.5% | 74.5%-12.9pp | 67.9%-6.4pp | 81.2%-19.7pp |
| Annual return | -18.69% | 62.63%-81.3pp | 42.33%-61.0pp | 418.13%-436.8pp |
| Employer contribution / active EE | $2,738 | $3,419-19.9% | $2,813-2.7% | $4,741-42.2% |
| Participant deferral / active EE | $7,507 | $5,239+43.3% | $4,428+69.5% | $6,400+17.3% |
| Admin fee / account holder | $10,729 | $6,945+54.5% | $5,427+97.7% | $11,427-6.1% |