Filed September 12, 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 | $29,825 | $62,583-52.3% | $76,768-61.1% | $64,173-53.5% |
| Participation rate | 65.4% | 72.8%-7.4pp | 77.0%-11.6pp | 69.6%-4.2pp |
| Annual return | -3.26% | -1.95%-1.3pp | 2.43%-5.7pp | 7.63%-10.9pp |
| Employer contribution / active EE | $559 | $1,832-69.5% | $2,485-77.5% | $2,381-76.5% |
| Participant deferral / active EE | $1,553 | $3,145-50.6% | $3,852-59.7% | $3,470-55.2% |
| Admin fee / account holder | $8,221 | $4,667+76.2% | $6,676+23.2% | $4,887+68.2% |