Filed July 19, 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 | $32,930 | $103,008-68.0% | $90,304-63.5% | $152,897-78.5% |
| Participation rate | 68.4% | 75.9%-7.4pp | 73.3%-4.9pp | 82.5%-14.0pp |
| Annual return | 21.88% | 95.22%-73.3pp | 78.13%-56.2pp | 345.43%-323.5pp |
| Employer contribution / active EE | $760 | $3,139-75.8% | $2,855-73.4% | $4,764-84.0% |
| Participant deferral / active EE | $3,100 | $4,281-27.6% | $3,885-20.2% | $5,851-47.0% |
| Admin fee / account holder | $3,003 | $6,175-51.4% | $5,354-43.9% | $11,599-74.1% |