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 | $125,872 | $62,166+102.5% | $81,286+54.9% | $74,429+69.1% |
| Participation rate | 65.4% | 64.1%+1.4pp | 69.5%-4.1pp | 67.2%-1.8pp |
| Annual return | 14.42% | 16.50%-2.1pp | 24.80%-10.4pp | 1368.38%-1354.0pp |
| Employer contribution / active EE | $2,307 | $1,881+22.7% | $2,463-6.3% | $2,625-12.1% |
| Participant deferral / active EE | $5,077 | $3,223+57.5% | $3,883+30.8% | $4,348+16.8% |
| Admin fee / account holder | $3,598 | $1,925+86.9% | $5,764-37.6% | $1,944+85.0% |