Filed July 17, 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 | $52,627 | $81,457-35.4% | $103,378-49.1% | $80,911-35.0% |
| Participation rate | 69.1% | 66.8%+2.2pp | 74.5%-5.4pp | 67.6%+1.4pp |
| Annual return | 14.10% | 25.58%-11.5pp | 24.91%-10.8pp | 35.63%-21.5pp |
| Employer contribution / active EE | $3,117 | $3,107+0.3% | $3,870-19.5% | $2,756+13.1% |
| Participant deferral / active EE | $6,267 | $3,871+61.9% | $5,058+23.9% | $4,297+45.8% |
| Admin fee / account holder | $7,632 | $6,717+13.6% | $8,401-9.1% | $6,935+10.1% |