Filed December 13, 2018
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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 | $105,886 | $56,438+87.6% | $76,872+37.7% | $71,511+48.1% |
| Participation rate | 59.6% | 64.3%-4.7pp | 69.6%-9.9pp | 67.9%-8.3pp |
| Annual return | 15.18% | 19.05%-3.9pp | 37.90%-22.7pp | 28.86%-13.7pp |
| Employer contribution / active EE | $2,069 | $1,864+11.0% | $2,533-18.3% | $2,589-20.1% |
| Participant deferral / active EE | $4,591 | $3,136+46.4% | $3,832+19.8% | $4,291+7.0% |
| Admin fee / account holder | $13,527 | $1,430+845.8% | $5,476+147.0% | $1,588+751.6% |