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 | $64,005 | $82,674-22.6% | $125,381-49.0% | $68,486-6.5% |
| Participation rate | 69.5% | 75.1%-5.6pp | 82.4%-12.9pp | 67.9%+1.6pp |
| Annual return | -15.71% | -5.97%-9.7pp | 572.31%-588.0pp | -7.85%-7.9pp |
| Employer contribution / active EE | $1,255 | $3,382-62.9% | $4,815-73.9% | $2,597-51.7% |
| Participant deferral / active EE | $4,093 | $6,111-33.0% | $7,448-45.0% | $4,028+1.6% |
| Admin fee / account holder | $2,435 | $6,277-61.2% | $10,007-75.7% | $5,404-54.9% |