Filed July 23, 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 | $198,359 | $102,385+93.7% | $147,080+34.9% | $80,935+145.1% |
| Participation rate | 53.8% | 75.9%-22.0pp | 82.2%-28.3pp | 67.7%-13.8pp |
| Annual return | 12.54% | 135.09%-122.6pp | 420.17%-407.6pp | 35.66%-23.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,619 | $6,651+29.6% | $8,066+6.9% | $4,299+100.5% |
| Admin fee / account holder | $14,004 | $7,951+76.1% | $12,989+7.8% | $6,924+102.2% |