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 | $52,541 | $76,551-31.4% | $123,894-57.6% | $62,881-16.4% |
| Participation rate | 60.4% | 73.0%-12.6pp | 81.4%-21.0pp | 69.3%-8.9pp |
| Annual return | 11.46% | 18.68%-7.2pp | 47.52%-36.1pp | 20.14%-8.7pp |
| Employer contribution / active EE | $2,571 | $2,882-10.8% | $4,617-44.3% | $2,281+12.7% |
| Participant deferral / active EE | $5,676 | $4,840+17.3% | $5,984-5.1% | $3,203+77.2% |
| Admin fee / account holder | $4,148 | $4,826-14.0% | $8,357-50.4% | $4,296-3.4% |