Filed December 13, 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 | $111,225 | $88,360+25.9% | $145,433-23.5% | $67,986+63.6% |
| Participation rate | 58.4% | 65.5%-7.1pp | 82.1%-23.7pp | 57.2%+1.2pp |
| Annual return | 17.23% | 63.15%-45.9pp | 66.58%-49.3pp | 31.67%-14.4pp |
| Employer contribution / active EE | $2,646 | $3,054-13.4% | $4,554-41.9% | $2,019+31.1% |
| Participant deferral / active EE | $5,085 | $5,932-14.3% | $7,897-35.6% | $3,358+51.4% |
| Admin fee / account holder | $5,793 | $3,313+74.8% | $13,129-55.9% | $3,203+80.8% |