Filed February 26, 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 | $96,606 | $102,385-5.6% | $147,080-34.3% | $80,935+19.4% |
| Participation rate | 62.5% | 75.9%-13.4pp | 82.2%-19.7pp | 67.7%-5.2pp |
| Annual return | 16.79% | 135.09%-118.3pp | 420.17%-403.4pp | 35.66%-18.9pp |
| Employer contribution / active EE | $1,308 | $3,717-64.8% | $4,933-73.5% | $2,757-52.5% |
| Participant deferral / active EE | $4,780 | $6,651-28.1% | $8,066-40.7% | $4,299+11.2% |
| Admin fee / account holder | $5,443 | $7,951-31.5% | $12,989-58.1% | $6,924-21.4% |