Filed October 1, 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 | $149,464 | $80,763+85.1% | $102,412+45.9% | $74,459+100.7% |
| Participation rate | 59.8% | 65.7%-5.8pp | 74.5%-14.7pp | 67.2%-7.4pp |
| Annual return | 12.48% | 27.57%-15.1pp | 24.94%-12.5pp | 1369.70%-1357.2pp |
| Employer contribution / active EE | $2,798 | $3,160-11.4% | $3,870-27.7% | $2,626+6.6% |
| Participant deferral / active EE | $4,378 | $3,862+13.4% | $5,060-13.5% | $4,350+0.7% |
| Admin fee / account holder | $2,836 | $2,371+19.6% | $8,388-66.2% | $1,945+45.8% |