Filed August 21, 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 | $136,466 | $59,448+129.6% | $93,696+45.6% | $74,459+83.3% |
| Participation rate | 64.5% | 59.6%+4.9pp | 68.7%-4.2pp | 67.2%-2.7pp |
| Annual return | 12.78% | 82.11%-69.3pp | 133.74%-121.0pp | 1369.70%-1356.9pp |
| Employer contribution / active EE | $2,503 | $1,266+97.6% | $2,422+3.3% | $2,626-4.7% |
| Participant deferral / active EE | $5,017 | $3,052+64.4% | $4,417+13.6% | $4,350+15.3% |
| Admin fee / account holder | $10,610 | $3,027+250.5% | $8,287+28.0% | $1,945+445.6% |