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 | $177,156-75.2% | $147,027-70.1% | $154,746-71.6% |
| Participation rate | 65.2% | 79.4%-14.1pp | 73.7%-8.5pp | 80.7%-15.5pp |
| Annual return | 16.25% | 21.94%-5.7pp | 20.23%-4.0pp | 172.34%-156.1pp |
| Employer contribution / active EE | $5,353 | $4,336+23.4% | $3,626+47.6% | $4,379+22.2% |
| Participant deferral / active EE | $3,644 | $5,797-37.1% | $4,933-26.1% | $6,730-45.9% |
| Admin fee / account holder | $10,424 | $14,904-30.1% | $12,223-14.7% | $14,365-27.4% |