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 | $42,536 | $73,988-42.5% | $96,538-55.9% | $75,177-43.4% |
| Participation rate | 50.8% | 66.4%-15.6pp | 74.3%-23.5pp | 67.2%-16.4pp |
| Annual return | 14.67% | 26.73%-12.1pp | 35.74%-21.1pp | 160.75%-146.1pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,144 | $3,660-41.4% | $4,880-56.1% | $4,126-48.0% |
| Admin fee / account holder | $7,427 | $5,220+42.3% | $6,737+10.2% | $5,651+31.4% |