Filed February 5, 2018
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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 | $221,152 | $138,386+59.8% | $184,260+20.0% | $80,935+173.2% |
| Participation rate | 53.1% | 83.9%-30.8pp | 86.8%-33.7pp | 67.7%-14.5pp |
| Annual return | 17.01% | 20.02%-3.0pp | 28.84%-11.8pp | 35.66%-18.7pp |
| Employer contribution / active EE | $1,908 | $4,851-60.7% | $6,427-70.3% | $2,757-30.8% |
| Participant deferral / active EE | $4,289 | $7,076-39.4% | $9,133-53.0% | $4,299-0.2% |
| Admin fee / account holder | $4,608 | $10,489-56.1% | $13,898-66.8% | $6,924-33.5% |