Filed February 4, 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 | $38,519 | $61,815-37.7% | $97,295-60.4% | $80,959-52.4% |
| Participation rate | 66.7% | 63.5%+3.2pp | 72.7%-6.0pp | 67.7%-1.0pp |
| Annual return | 13.33% | -558.73%+572.1pp | 75.62%-62.3pp | 35.67%-22.3pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,529 | $3,027+82.7% | $4,264+29.7% | $4,300+28.6% |
| Admin fee / account holder | $11,103 | $5,166+114.9% | $5,646+96.6% | $6,925+60.3% |