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 | $78,690-36.0% | $161,489-68.8% | $87,485-42.5% |
| Participation rate | 45.0% | 67.5%-22.5pp | 78.7%-33.7pp | 68.9%-23.9pp |
| Annual return | 15.57% | 32.74%-17.2pp | 89.72%-74.1pp | 26.06%-10.5pp |
| Employer contribution / active EE | $910 | $2,588-64.8% | $4,268-78.7% | $2,596-65.0% |
| Participant deferral / active EE | $1,884 | $3,311-43.1% | $5,630-66.5% | $4,274-55.9% |
| Admin fee / account holder | $2,141 | $6,724-68.2% | $16,006-86.6% | $7,775-72.5% |