Filed June 14, 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 | $174,131 | $112,131+55.3% | $95,964+81.5% | $158,982+9.5% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 16.73% | 171.19%-154.5pp | 91.64%-74.9pp | 302.99%-286.3pp |
| Employer contribution / active EE | $2,403 | $3,199-24.9% | $2,541-5.4% | $4,763-49.5% |
| Participant deferral / active EE | $8,458 | $4,784+76.8% | $4,167+103.0% | $5,983+41.4% |
| Admin fee / account holder | $53,631 | $10,136+429.1% | $6,797+689.0% | $11,252+376.7% |