Filed November 9, 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 | $52,281 | $47,944+9.0% | $67,834-22.9% | $62,881-16.9% |
| Participation rate | 62.3% | 61.1%+1.2pp | 68.8%-6.5pp | 69.3%-7.0pp |
| Annual return | 10.38% | 11.77%-1.4pp | 138.47%-128.1pp | 20.14%-9.8pp |
| Employer contribution / active EE | $1,422 | $1,562-8.9% | $2,403-40.8% | $2,281-37.6% |
| Participant deferral / active EE | $2,481 | $2,247+10.4% | $3,160-21.5% | $3,203-22.5% |
| Admin fee / account holder | $798 | $3,712-78.5% | $4,622-82.7% | $4,296-81.4% |