Filed July 12, 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 | $101,530 | $56,197+80.7% | $67,652+50.1% | $59,633+70.3% |
| Participation rate | 46.7% | 71.5%-24.8pp | 75.7%-29.0pp | 68.7%-22.0pp |
| Annual return | 1.48% | 18508.10%-18506.6pp | 6625.40%-6623.9pp | 2041.45%-2040.0pp |
| Employer contribution / active EE | $1,599 | $1,615-1.0% | $2,266-29.4% | $2,203-27.4% |
| Participant deferral / active EE | $4,714 | $2,844+65.8% | $3,560+32.4% | $3,192+47.7% |
| Admin fee / account holder | $4,477 | $3,958+13.1% | $4,821-7.1% | $4,297+4.2% |