Filed February 14, 2017
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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 | $38,229 | $49,976-23.5% | $66,674-42.7% | $82,637-53.7% |
| Participation rate | 34.6% | 63.1%-28.5pp | 73.7%-39.1pp | 68.1%-33.5pp |
| Annual return | 15.44% | 39.09%-23.7pp | 321.24%-305.8pp | 53.51%-38.1pp |
| Employer contribution / active EE | $594 | $1,988-70.1% | $2,620-77.3% | $2,552-76.7% |
| Participant deferral / active EE | $1,850 | $2,847-35.0% | $4,084-54.7% | $4,126-55.2% |
| Admin fee / account holder | $10,324 | $4,594+124.8% | $5,098+102.5% | $7,339+40.7% |