Filed June 7, 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 | $40,224 | $75,832-47.0% | $147,618-72.8% | $59,633-32.5% |
| Participation rate | 60.6% | 71.6%-11.0pp | 84.6%-24.0pp | 68.7%-8.1pp |
| Annual return | 39.63% | 0.37%+39.3pp | 61.98%-22.4pp | 2041.40%-2001.8pp |
| Employer contribution / active EE | $506 | $3,485-85.5% | $5,565-90.9% | $2,203-77.0% |
| Participant deferral / active EE | $2,593 | $3,131-17.2% | $4,895-47.0% | $3,192-18.7% |
| Admin fee / account holder | $1,078 | $5,986-82.0% | $11,612-90.7% | $4,297-74.9% |