Filed December 6, 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 | $55,571 | $124,314-55.3% | $109,163-49.1% | $167,518-66.8% |
| Participation rate | 30.8% | 79.4%-48.7pp | 75.9%-45.1pp | 82.1%-51.3pp |
| Annual return | 12.56% | 26.04%-13.5pp | 25.75%-13.2pp | 478.71%-466.2pp |
| Employer contribution / active EE | $2,754 | $4,209-34.6% | $3,723-26.0% | $4,838-43.1% |
| Participant deferral / active EE | $4,776 | $5,256-9.1% | $4,654+2.6% | $6,342-24.7% |
| Admin fee / account holder | $481 | $7,973-94.0% | $6,754-92.9% | $12,312-96.1% |