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 | $51,638+98.4% | $129,406-20.8% | $80,959+26.6% |
| Participation rate | 59.3% | 56.9%+2.4pp | 69.6%-10.3pp | 67.7%-8.3pp |
| Annual return | 11.28% | 20.78%-9.5pp | 9468.18%-9456.9pp | 35.67%-24.4pp |
| Employer contribution / active EE | $2,124 | $1,584+34.1% | $4,155-48.9% | $2,757-23.0% |
| Participant deferral / active EE | $5,086 | $2,670+90.5% | $4,167+22.0% | $4,300+18.3% |
| Admin fee / account holder | $22,589 | $4,313+423.7% | $7,689+193.8% | $6,925+226.2% |