Filed August 24, 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 | $98,317 | $80,748+21.8% | $102,383-4.0% | $74,429+32.1% |
| Participation rate | 28.6% | 65.7%-37.1pp | 74.5%-45.9pp | 67.2%-38.6pp |
| Annual return | 11.31% | 27.57%-16.3pp | 24.94%-13.6pp | 1368.38%-1357.1pp |
| Employer contribution / active EE | $1,094 | $3,159-65.4% | $3,870-71.7% | $2,625-58.3% |
| Participant deferral / active EE | $2,419 | $3,861-37.3% | $5,060-52.2% | $4,348-44.4% |
| Admin fee / account holder | $1,886 | $2,371-20.4% | $8,391-77.5% | $1,944-3.0% |