Filed November 3, 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 | $111,261 | $101,950+9.1% | $125,529-11.4% | $86,983+27.9% |
| Participation rate | 54.8% | 70.2%-15.4pp | 74.7%-20.0pp | 69.5%-14.8pp |
| Annual return | 11.60% | 18.29%-6.7pp | 202.56%-191.0pp | 25.83%-14.2pp |
| Employer contribution / active EE | $1,618 | $2,358-31.4% | $3,058-47.1% | $2,584-37.4% |
| Participant deferral / active EE | $2,951 | $3,862-23.6% | $4,813-38.7% | $4,194-29.6% |
| Admin fee / account holder | $11,296 | $12,791-11.7% | $16,298-30.7% | $7,856+43.8% |