Filed January 30, 2018
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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.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,045 | $111,878-66.0% | $93,727-59.4% | $145,897-73.9% |
| Participation rate | 63.6% | 74.2%-10.6pp | 68.7%-5.1pp | 80.3%-16.7pp |
| Annual return | 11.50% | 204.28%-192.8pp | 133.83%-122.3pp | 552.29%-540.8pp |
| Employer contribution / active EE | $2,797 | $3,092-9.6% | $2,421+15.5% | $4,663-40.0% |
| Participant deferral / active EE | $5,973 | $4,920+21.4% | $4,417+35.2% | $6,689-10.7% |
| Admin fee / account holder | $2,778 | $10,256-72.9% | $8,292-66.5% | $13,390-79.3% |