Filed July 30, 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 | $22,177 | $46,360-52.2% | $147,617-85.0% | $52,331-57.6% |
| Participation rate | 30.4% | 64.9%-34.6pp | 84.6%-54.3pp | 68.1%-37.7pp |
| Annual return | 4.53% | 1.62%+2.9pp | 61.98%-57.5pp | 4.54%0pp |
| Employer contribution / active EE | $267 | $2,126-87.4% | $5,564-95.2% | $1,882-85.8% |
| Participant deferral / active EE | $838 | $2,258-62.9% | $4,895-82.9% | $3,022-72.3% |
| Admin fee / account holder | $1,396 | $766+82.3% | $11,612-88.0% | $592+135.9% |