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 | $145,097 | $135,956+6.7% | $123,894+17.1% | $273,972-47.0% |
| Participation rate | 52.9% | 84.1%-31.1pp | 81.4%-28.5pp | 83.0%-30.1pp |
| Annual return | 6.70% | 56.63%-49.9pp | 47.52%-40.8pp | 41.46%-34.8pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,446 | $6,343-14.1% | $5,984-9.0% | $5,287+3.0% |
| Admin fee / account holder | $23,254 | $9,817+136.9% | $8,357+178.3% | $10,133+129.5% |