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 | $212,777-79.3% | $173,703-74.7% | $198,609-77.8% |
| Participation rate | 65.2% | 81.1%-15.8pp | 75.9%-10.7pp | 82.4%-17.2pp |
| Annual return | 16.25% | 18.82%-2.6pp | 17.46%-1.2pp | 202.70%-186.5pp |
| Employer contribution / active EE | $5,353 | $5,214+2.7% | $4,288+24.8% | $5,055+5.9% |
| Participant deferral / active EE | $3,644 | $5,697-36.0% | $4,854-24.9% | $6,977-47.8% |
| Admin fee / account holder | $10,424 | $19,536-46.6% | $15,562-33.0% | $19,030-45.2% |