Filed September 25, 2019
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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 | $56,451 | $65,434-13.7% | $98,483-42.7% | $85,847-34.2% |
| Participation rate | 69.4% | 65.0%+4.4pp | 73.3%-3.9pp | 69.3%+0.1pp |
| Annual return | 15.27% | 21.75%-6.5pp | 1494.38%-1479.1pp | 318.61%-303.3pp |
| Employer contribution / active EE | $3,613 | $2,169+66.6% | $2,961+22.0% | $2,565+40.8% |
| Participant deferral / active EE | $6,242 | $3,168+97.1% | $4,276+46.0% | $3,952+57.9% |
| Admin fee / account holder | $7,240 | $4,595+57.5% | $5,953+21.6% | $6,261+15.6% |