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 | $76,407-34.1% | $150,298-66.5% | $82,448-39.0% |
| Participation rate | 45.0% | 66.4%-21.4pp | 77.8%-32.8pp | 68.1%-23.1pp |
| Annual return | 15.57% | 39.99%-24.4pp | 62.79%-47.2pp | 41.64%-26.1pp |
| Employer contribution / active EE | $910 | $2,614-65.2% | $4,154-78.1% | $2,551-64.3% |
| Participant deferral / active EE | $1,884 | $3,214-41.4% | $5,453-65.5% | $4,139-54.5% |
| Admin fee / account holder | $2,141 | $6,352-66.3% | $14,116-84.8% | $7,234-70.4% |