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 | $82,692 | $118,496-30.2% | $98,461-16.0% | $139,466-40.7% |
| Participation rate | 68.4% | 77.5%-9.0pp | 75.2%-6.7pp | 80.3%-11.9pp |
| Annual return | 14.20% | 18.96%-4.8pp | 21.17%-7.0pp | 373.66%-359.5pp |
| Employer contribution / active EE | $2,591 | $3,611-28.2% | $3,049-15.0% | $4,754-45.5% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,682 | $14,056-88.0% | $8,961-81.2% | $11,409-85.3% |