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 | $152,824 | $64,734+136.1% | $90,796+68.3% | $64,097+138.4% |
| Participation rate | 64.4% | 53.2%+11.2pp | 69.5%-5.1pp | 55.2%+9.2pp |
| Annual return | 16.67% | 17.77%-1.1pp | 19.29%-2.6pp | 34.64%-18.0pp |
| Employer contribution / active EE | $2,413 | $1,703+41.7% | $2,294+5.2% | $1,891+27.6% |
| Participant deferral / active EE | $5,517 | $2,629+109.8% | $3,822+44.4% | $3,080+79.1% |
| Admin fee / account holder | $2,670 | $3,474-23.1% | $7,024-62.0% | $3,454-22.7% |