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 | $70,386 | $138,386-49.1% | $184,260-61.8% | $80,935-13.0% |
| Participation rate | 65.9% | 83.9%-18.0pp | 86.8%-21.0pp | 67.7%-1.8pp |
| Annual return | 15.34% | 20.02%-4.7pp | 28.84%-13.5pp | 35.66%-20.3pp |
| Employer contribution / active EE | $2,095 | $4,851-56.8% | $6,427-67.4% | $2,757-24.0% |
| Participant deferral / active EE | $4,661 | $7,076-34.1% | $9,133-49.0% | $4,299+8.4% |
| Admin fee / account holder | $13,010 | $10,489+24.0% | $13,898-6.4% | $6,924+87.9% |