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 | $27,590 | $60,119-54.1% | $90,414-69.5% | $79,860-65.5% |
| Participation rate | 34.1% | 65.0%-30.9pp | 72.7%-38.6pp | 69.6%-35.5pp |
| Annual return | 19.61% | 71.94%-52.3pp | 1293.19%-1273.6pp | 31.72%-12.1pp |
| Employer contribution / active EE | $445 | $2,068-78.5% | $3,262-86.4% | $2,471-82.0% |
| Participant deferral / active EE | $1,070 | $2,938-63.6% | $3,963-73.0% | $3,740-71.4% |
| Admin fee / account holder | $1,105 | $3,976-72.2% | $5,611-80.3% | $5,306-79.2% |