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 | $93,504 | $46,697+100.2% | $117,529-20.4% | $68,490+36.5% |
| Participation rate | 60.0% | 56.8%+3.2pp | 70.6%-10.6pp | 67.9%-7.9pp |
| Annual return | -14.14% | -14.52%+0.4pp | 29.77%-43.9pp | -7.85%-6.3pp |
| Employer contribution / active EE | $2,144 | $1,506+42.4% | $4,179-48.7% | $2,597-17.4% |
| Participant deferral / active EE | $5,483 | $2,637+107.9% | $4,072+34.6% | $4,028+36.1% |
| Admin fee / account holder | $636 | $4,023-84.2% | $5,645-88.7% | $5,403-88.2% |