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 | $102,464 | $51,604+98.6% | $129,295-20.8% | $80,874+26.7% |
| Participation rate | 59.3% | 57.0%+2.3pp | 69.6%-10.3pp | 67.6%-8.3pp |
| Annual return | 11.28% | 20.76%-9.5pp | 9429.28%-9418.0pp | 35.62%-24.3pp |
| Employer contribution / active EE | $2,124 | $1,585+34.0% | $4,157-48.9% | $2,756-22.9% |
| Participant deferral / active EE | $5,086 | $2,670+90.5% | $4,169+22.0% | $4,297+18.4% |
| Admin fee / account holder | $22,589 | $4,310+424.1% | $7,665+194.7% | $6,935+225.7% |