Filed May 10, 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 | $96,528 | $102,393-5.7% | $147,041-34.4% | $80,911+19.3% |
| Participation rate | 47.2% | 75.9%-28.6pp | 82.2%-34.9pp | 67.6%-20.4pp |
| Annual return | 17.70% | 134.95%-117.3pp | 419.21%-401.5pp | 35.63%-17.9pp |
| Employer contribution / active EE | $2,558 | $3,715-31.1% | $4,935-48.2% | $2,756-7.2% |
| Participant deferral / active EE | $4,814 | $6,647-27.6% | $8,071-40.4% | $4,297+12.0% |
| Admin fee / account holder | $5,719 | $7,943-28.0% | $13,006-56.0% | $6,935-17.5% |