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 | $17,617 | $41,151-57.2% | $80,648-78.2% | $71,529-75.4% |
| Participation rate | 53.1% | 50.2%+2.8pp | 67.0%-13.9pp | 67.9%-14.8pp |
| Annual return | 31.01% | 38.49%-7.5pp | 937.21%-906.2pp | 28.97%+2.0pp |
| Employer contribution / active EE | $818 | $1,513-46.0% | $2,724-70.0% | $2,590-68.4% |
| Participant deferral / active EE | $2,310 | $2,700-14.4% | $4,443-48.0% | $4,291-46.2% |
| Admin fee / account holder | $1,455 | $1,842-21.0% | $5,382-73.0% | $1,588-8.4% |