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 | $32,131 | $77,920-58.8% | $149,723-78.5% | $75,177-57.3% |
| Participation rate | 41.0% | 65.6%-24.6pp | 78.8%-37.8pp | 67.2%-26.2pp |
| Annual return | 21.14% | 31.72%-10.6pp | 134.50%-113.4pp | 160.75%-139.6pp |
| Employer contribution / active EE | $816 | $3,138-74.0% | $4,821-83.1% | $2,671-69.4% |
| Participant deferral / active EE | $1,658 | $3,411-51.4% | $5,682-70.8% | $4,126-59.8% |
| Admin fee / account holder | $1,283 | $5,951-78.4% | $13,215-90.3% | $5,651-77.3% |