Filed July 11, 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 | $81,388 | $46,877+73.6% | $122,354-33.5% | $70,126+16.1% |
| Participation rate | 45.5% | 58.2%-12.8pp | 71.6%-26.2pp | 69.5%-24.1pp |
| Annual return | 15.20% | 24.22%-9.0pp | 30.28%-15.1pp | 73.15%-57.9pp |
| Employer contribution / active EE | $1,410 | $1,288+9.4% | $4,051-65.2% | $2,343-39.8% |
| Participant deferral / active EE | $3,430 | $2,167+58.2% | $3,287+4.3% | $3,332+2.9% |
| Admin fee / account holder | $5,478 | $3,324+64.8% | $5,4790% | $4,645+17.9% |