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 | $71,559 | $125,797-43.1% | $170,057-57.9% | $75,177-4.8% |
| Participation rate | 69.4% | 83.6%-14.2pp | 87.0%-17.6pp | 67.2%+2.2pp |
| Annual return | 18.16% | 27.20%-9.0pp | 53.42%-35.3pp | 160.75%-142.6pp |
| Employer contribution / active EE | $2,003 | $4,616-56.6% | $6,790-70.5% | $2,671-25.0% |
| Participant deferral / active EE | $4,559 | $6,838-33.3% | $10,411-56.2% | $4,126+10.5% |
| Admin fee / account holder | $1,608 | $8,177-80.3% | $12,826-87.5% | $5,651-71.5% |