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 | $26,763 | $57,312-53.3% | $86,617-69.1% | $75,181-64.4% |
| Participation rate | 60.0% | 63.2%-3.2pp | 71.7%-11.7pp | 67.2%-7.2pp |
| Annual return | 20.35% | 2672.78%-2652.4pp | 591.91%-571.6pp | 160.69%-140.3pp |
| Employer contribution / active EE | $971 | $2,315-58.1% | $3,023-67.9% | $2,671-63.6% |
| Participant deferral / active EE | $4,029 | $3,319+21.4% | $4,437-9.2% | $4,126-2.4% |
| Admin fee / account holder | $1,341 | $4,114-67.4% | $5,613-76.1% | $5,650-76.3% |