Filed February 15, 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 | $53,905 | $43,730+23.3% | $121,220-55.5% | $64,173-16.0% |
| Participation rate | 34.4% | 58.3%-24.0pp | 71.8%-37.4pp | 69.6%-35.2pp |
| Annual return | -5.86% | 68.94%-74.8pp | 16.94%-22.8pp | 7.63%-13.5pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,968 | $2,281-13.7% | $3,345-41.2% | $3,470-43.3% |
| Admin fee / account holder | $2,260 | $3,502-35.5% | $5,021-55.0% | $4,887-53.7% |