Filed May 22, 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 | $15,875 | $56,134-71.7% | $96,171-83.5% | $85,847-81.5% |
| Participation rate | 54.3% | 56.7%-2.4pp | 68.4%-14.1pp | 69.3%-15.0pp |
| Annual return | 38.28% | 42.30%-4.0pp | 192.04%-153.8pp | 318.61%-280.3pp |
| Employer contribution / active EE | $471 | $1,620-70.9% | $2,799-83.2% | $2,565-81.6% |
| Participant deferral / active EE | $1,649 | $2,858-42.3% | $4,350-62.1% | $3,952-58.3% |
| Admin fee / account holder | $1,376 | $3,769-63.5% | $5,538-75.2% | $6,261-78.0% |