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 | $37,249 | $81,276-54.2% | $155,574-76.1% | $80,925-54.0% |
| Participation rate | 45.5% | 66.2%-20.8pp | 78.2%-32.8pp | 67.7%-22.2pp |
| Annual return | 11.07% | 33.36%-22.3pp | 64.87%-53.8pp | 35.65%-24.6pp |
| Employer contribution / active EE | $782 | $3,103-74.8% | $4,676-83.3% | $2,756-71.6% |
| Participant deferral / active EE | $2,021 | $3,453-41.5% | $5,629-64.1% | $4,299-53.0% |
| Admin fee / account holder | $2,065 | $7,993-74.2% | $15,914-87.0% | $6,940-70.2% |