Filed June 25, 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 | $75,000 | $105,866-29.2% | $90,766-17.4% | $134,545-44.3% |
| Participation rate | 61.1% | 78.3%-17.1pp | 75.7%-14.6pp | 81.2%-20.1pp |
| Annual return | 70.57% | -10.99%+81.6pp | -12.16%+82.7pp | 418.37%-347.8pp |
| Employer contribution / active EE | $2,620 | $3,464-24.3% | $2,922-10.3% | $4,742-44.7% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,747 | $13,938-87.5% | $8,446-79.3% | $11,431-84.7% |