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 | $61,125-37.5% | $94,057-59.4% | $87,485-56.3% |
| Participation rate | 34.6% | 64.1%-29.5pp | 73.3%-38.8pp | 68.9%-34.4pp |
| Annual return | 15.44% | 35.20%-19.8pp | 480.62%-465.2pp | 26.06%-10.6pp |
| Employer contribution / active EE | $594 | $2,136-72.2% | $2,933-79.7% | $2,596-77.1% |
| Participant deferral / active EE | $1,850 | $3,260-43.3% | $4,709-60.7% | $4,274-56.7% |
| Admin fee / account holder | $10,324 | $5,629+83.4% | $7,244+42.5% | $7,775+32.8% |