Filed October 25, 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 | $38,509 | $69,977-45.0% | $108,582-64.5% | $62,881-38.8% |
| Participation rate | 62.7% | 72.9%-10.2pp | 79.6%-16.9pp | 69.3%-6.6pp |
| Annual return | 8.75% | 10.73%-2.0pp | -51.70%+60.4pp | 20.14%-11.4pp |
| Employer contribution / active EE | $1,349 | $2,135-36.8% | $3,758-64.1% | $2,281-40.9% |
| Participant deferral / active EE | $2,062 | $3,165-34.8% | $4,311-52.2% | $3,203-35.6% |
| Admin fee / account holder | $3,026 | $5,076-40.4% | $7,645-60.4% | $4,296-29.6% |