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 | $31,590 | $65,440-51.7% | $98,506-67.9% | $85,851-63.2% |
| Participation rate | 39.8% | 65.0%-25.2pp | 73.3%-33.5pp | 69.3%-29.5pp |
| Annual return | 15.63% | 21.75%-6.1pp | 1494.92%-1479.3pp | 318.63%-303.0pp |
| Employer contribution / active EE | $378 | $2,169-82.6% | $2,961-87.2% | $2,565-85.2% |
| Participant deferral / active EE | $1,202 | $3,168-62.0% | $4,277-71.9% | $3,952-69.6% |
| Admin fee / account holder | $1,450 | $4,596-68.4% | $5,955-75.6% | $6,261-76.8% |