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 | $22,700 | $54,763-58.5% | $90,324-74.9% | $72,976-68.9% |
| Participation rate | 32.6% | 65.2%-32.5pp | 73.3%-40.6pp | 69.5%-36.9pp |
| Annual return | 21.47% | 30.63%-9.2pp | 78.15%-56.7pp | 81.02%-59.5pp |
| Employer contribution / active EE | $382 | $2,093-81.8% | $2,856-86.6% | $2,440-84.3% |
| Participant deferral / active EE | $886 | $2,887-69.3% | $3,885-77.2% | $3,608-75.4% |
| Admin fee / account holder | $8,066 | $3,973+103.0% | $5,356+50.6% | $5,124+57.4% |