Filed October 22, 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 | $47,993 | $39,798+20.6% | $67,704-29.1% | $59,633-19.5% |
| Participation rate | 53.7% | 57.4%-3.7pp | 67.5%-13.9pp | 68.7%-15.0pp |
| Annual return | -2.95% | 89.94%-92.9pp | 25.41%-28.4pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $2,868 | $1,393+105.9% | $2,559+12.1% | $2,203+30.2% |
| Participant deferral / active EE | $6,845 | $2,335+193.2% | $3,585+90.9% | $3,192+114.5% |
| Admin fee / account holder | $2,523 | $3,212-21.5% | $4,255-40.7% | $4,297-41.3% |