Filed May 1, 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 | $60,614 | $80,763-24.9% | $102,412-40.8% | $74,459-18.6% |
| Participation rate | 35.5% | 65.7%-30.2pp | 74.5%-39.0pp | 67.2%-31.7pp |
| Annual return | 12.69% | 27.57%-14.9pp | 24.94%-12.2pp | 1369.70%-1357.0pp |
| Employer contribution / active EE | $1,167 | $3,160-63.1% | $3,870-69.8% | $2,626-55.6% |
| Participant deferral / active EE | $1,833 | $3,862-52.5% | $5,060-63.8% | $4,350-57.9% |
| Admin fee / account holder | $5,921 | $2,371+149.7% | $8,388-29.4% | $1,945+204.5% |