Filed October 8, 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 | $69,844 | $63,342+10.3% | $92,236-24.3% | $70,131-0.4% |
| Participation rate | 66.7% | 68.7%-2.0pp | 76.5%-9.8pp | 69.5%-2.9pp |
| Annual return | 23.61% | 530.15%-506.5pp | 176.29%-152.7pp | 73.14%-49.5pp |
| Employer contribution / active EE | $738 | $2,471-70.1% | $3,679-80.0% | $2,342-68.5% |
| Participant deferral / active EE | $4,985 | $2,854+74.7% | $3,897+27.9% | $3,332+49.6% |
| Admin fee / account holder | $4,748 | $3,840+23.6% | $5,194-8.6% | $4,645+2.2% |