Filed December 11, 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 | $44,003 | $161,352-72.7% | $134,172-67.2% | $137,256-67.9% |
| Participation rate | 65.2% | 78.3%-13.1pp | 72.5%-7.2pp | 80.0%-14.7pp |
| Annual return | 16.25% | 28.72%-12.5pp | 25.30%-9.1pp | 220.34%-204.1pp |
| Employer contribution / active EE | $5,353 | $4,099+30.6% | $3,420+56.5% | $4,156+28.8% |
| Participant deferral / active EE | $3,644 | $5,552-34.4% | $4,690-22.3% | $6,407-43.1% |
| Admin fee / account holder | $10,424 | $15,028-30.6% | $12,016-13.2% | $12,270-15.0% |