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 | $81,331+152.0% | $155,534+31.8% | $80,935+153.2% |
| Participation rate | 60.0% | 66.3%-6.3pp | 78.2%-18.2pp | 67.7%-7.7pp |
| Annual return | 20.88% | 33.37%-12.5pp | 64.92%-44.0pp | 35.66%-14.8pp |
| Employer contribution / active EE | $3,245 | $3,105+4.5% | $4,675-30.6% | $2,757+17.7% |
| Participant deferral / active EE | $5,812 | $3,454+68.3% | $5,630+3.2% | $4,299+35.2% |
| Admin fee / account holder | $778 | $7,999-90.3% | $15,900-95.1% | $6,924-88.8% |