Filed November 17, 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 | $36,320 | $65,367-44.4% | $92,915-60.9% | $72,976-50.2% |
| Participation rate | 43.8% | 68.3%-24.5pp | 76.0%-32.2pp | 69.5%-25.7pp |
| Annual return | 19.43% | 42.11%-22.7pp | 109.45%-90.0pp | 81.02%-61.6pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,356 | $3,128-56.6% | $4,238-68.0% | $3,608-62.4% |
| Admin fee / account holder | $1,582 | $4,251-62.8% | $5,796-72.7% | $5,124-69.1% |