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 | $28,745 | $48,078-40.2% | $78,676-63.5% | $62,881-54.3% |
| Participation rate | 34.1% | 65.2%-31.1pp | 73.6%-39.4pp | 69.3%-35.2pp |
| Annual return | 6.65% | 31.36%-24.7pp | 62.19%-55.5pp | 20.14%-13.5pp |
| Employer contribution / active EE | $317 | $2,015-84.3% | $2,850-88.9% | $2,281-86.1% |
| Participant deferral / active EE | $804 | $2,587-68.9% | $3,517-77.2% | $3,203-74.9% |
| Admin fee / account holder | $4,825 | $3,206+50.5% | $4,510+7.0% | $4,296+12.3% |