Filed April 27, 2018
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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 | $204,953 | $81,262+152.2% | $155,602+31.7% | $80,911+153.3% |
| Participation rate | 60.0% | 66.2%-6.2pp | 78.2%-18.2pp | 67.6%-7.6pp |
| Annual return | 20.88% | 33.34%-12.5pp | 64.81%-43.9pp | 35.63%-14.8pp |
| Employer contribution / active EE | $3,245 | $3,102+4.6% | $4,675-30.6% | $2,756+17.7% |
| Participant deferral / active EE | $5,812 | $3,451+68.4% | $5,629+3.3% | $4,297+35.3% |
| Admin fee / account holder | $778 | $7,992-90.3% | $15,923-95.1% | $6,935-88.8% |