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 | $57,917 | $123,793-53.2% | $177,848-67.4% | $79,856-27.5% |
| Participation rate | 66.7% | 84.7%-18.0pp | 87.7%-21.1pp | 69.6%-3.0pp |
| Annual return | 11.52% | 22.82%-11.3pp | 48.33%-36.8pp | 31.71%-20.2pp |
| Employer contribution / active EE | $1,930 | $4,095-52.9% | $5,919-67.4% | $2,471-21.9% |
| Participant deferral / active EE | $4,247 | $5,956-28.7% | $7,714-44.9% | $3,741+13.5% |
| Admin fee / account holder | $4,114 | $7,243-43.2% | $12,431-66.9% | $5,306-22.5% |