Filed October 22, 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 | $43,933 | $56,134-21.7% | $96,171-54.3% | $85,847-48.8% |
| Participation rate | 40.0% | 56.7%-16.7pp | 68.4%-28.4pp | 69.3%-29.3pp |
| Annual return | 14.62% | 42.30%-27.7pp | 192.04%-177.4pp | 318.61%-304.0pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,799-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,367 | $2,858+87.8% | $4,350+23.4% | $3,952+35.8% |
| Admin fee / account holder | $4,383 | $3,769+16.3% | $5,538-20.9% | $6,261-30.0% |