Filed August 16, 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 | $14,676 | $45,152-67.5% | $73,836-80.1% | $59,633-75.4% |
| Participation rate | 62.9% | 64.0%-1.1pp | 73.4%-10.5pp | 68.7%-5.8pp |
| Annual return | 0.42% | 27.40%-27.0pp | 2268.06%-2267.6pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,228 | $2,573-52.3% | $3,583-65.7% | $3,192-61.5% |
| Admin fee / account holder | $4,578 | $3,515+30.3% | $4,882-6.2% | $4,297+6.5% |