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 | $12,809 | $37,463-65.8% | $77,100-83.4% | $66,949-80.9% |
| Participation rate | 48.9% | 52.9%-4.1pp | 67.9%-19.1pp | 69.8%-21.0pp |
| Annual return | -12.42% | -3.25%-9.2pp | 42.35%-54.8pp | 1.57%-14.0pp |
| Employer contribution / active EE | $727 | $1,535-52.6% | $2,815-74.2% | $2,545-71.4% |
| Participant deferral / active EE | $1,920 | $2,621-26.7% | $4,430-56.6% | $4,239-54.7% |
| Admin fee / account holder | $1,591 | $568+180.0% | $5,443-70.8% | $594+168.0% |