Filed July 18, 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 | $50,326 | $86,050-41.5% | $189,758-73.5% | $94,015-46.5% |
| Participation rate | 45.0% | 68.9%-23.9pp | 79.8%-34.8pp | 70.8%-25.8pp |
| Annual return | 15.57% | 17.77%-2.2pp | 52.62%-37.0pp | 17.84%-2.3pp |
| Employer contribution / active EE | $910 | $2,819-67.7% | $4,767-80.9% | $2,790-67.4% |
| Participant deferral / active EE | $1,884 | $3,349-43.7% | $5,856-67.8% | $4,249-55.7% |
| Admin fee / account holder | $2,141 | $6,627-67.7% | $20,388-89.5% | $8,951-76.1% |