Filed October 22, 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 | $146,800 | $58,275+151.9% | $81,844+79.4% | $80,935+81.4% |
| Participation rate | 60.6% | 63.5%-2.9pp | 72.4%-11.8pp | 67.7%-7.1pp |
| Annual return | 13.57% | 41.82%-28.2pp | 778.87%-765.3pp | 35.66%-22.1pp |
| Employer contribution / active EE | $1,286 | $2,346-45.2% | $2,916-55.9% | $2,757-53.3% |
| Participant deferral / active EE | $3,829 | $3,285+16.6% | $4,323-11.4% | $4,299-10.9% |
| Admin fee / account holder | $13,529 | $4,749+184.9% | $7,355+83.9% | $6,924+95.4% |