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 | $27,922 | $45,152-38.2% | $73,836-62.2% | $59,633-53.2% |
| Participation rate | 48.6% | 64.0%-15.4pp | 73.4%-24.8pp | 68.7%-20.1pp |
| Annual return | 0.38% | 27.40%-27.0pp | 2268.06%-2267.7pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $447 | $1,901-76.5% | $2,787-83.9% | $2,203-79.7% |
| Participant deferral / active EE | $770 | $2,573-70.1% | $3,583-78.5% | $3,192-75.9% |
| Admin fee / account holder | $7,019 | $3,515+99.7% | $4,882+43.8% | $4,297+63.4% |