Filed June 30, 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 | $56,094 | $123,793-54.7% | $177,848-68.5% | $79,856-29.8% |
| Participation rate | 62.9% | 84.7%-21.8pp | 87.7%-24.8pp | 69.6%-6.7pp |
| Annual return | 13.55% | 22.82%-9.3pp | 48.33%-34.8pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,237 | $4,095-69.8% | $5,919-79.1% | $2,471-49.9% |
| Participant deferral / active EE | $5,128 | $5,956-13.9% | $7,714-33.5% | $3,741+37.1% |
| Admin fee / account holder | $1,152 | $7,243-84.1% | $12,431-90.7% | $5,306-78.3% |