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 | $20,710 | $92,743-77.7% | $82,744-75.0% | $134,532-84.6% |
| Participation rate | 68.2% | 75.2%-7.0pp | 72.6%-4.4pp | 81.2%-13.0pp |
| Annual return | -20.29% | 946.63%-966.9pp | 702.22%-722.5pp | 418.27%-438.6pp |
| Employer contribution / active EE | $825 | $3,273-74.8% | $3,008-72.6% | $4,741-82.6% |
| Participant deferral / active EE | $3,351 | $4,802-30.2% | $4,395-23.8% | $6,401-47.7% |
| Admin fee / account holder | $2,360 | $5,977-60.5% | $5,325-55.7% | $11,429-79.4% |