Filed July 5, 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 | $41,937 | $82,028-48.9% | $123,105-65.9% | $59,633-29.7% |
| Participation rate | 69.6% | 83.2%-13.6pp | 86.8%-17.2pp | 68.7%+0.9pp |
| Annual return | -0.71% | 5.12%-5.8pp | 13.22%-13.9pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $1,724 | $3,297-47.7% | $5,151-66.5% | $2,203-21.8% |
| Participant deferral / active EE | $3,560 | $4,667-23.7% | $6,229-42.9% | $3,192+11.5% |
| Admin fee / account holder | $24,386 | $5,879+314.8% | $9,014+170.5% | $4,297+467.5% |