Filed January 4, 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 | $27,570 | $63,346-56.5% | $92,240-70.1% | $70,126-60.7% |
| Participation rate | 38.8% | 68.7%-29.9pp | 76.5%-37.7pp | 69.5%-30.8pp |
| Annual return | 22.32% | 530.19%-507.9pp | 176.29%-154.0pp | 73.15%-50.8pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,606 | $2,854-43.7% | $3,897-58.8% | $3,332-51.8% |
| Admin fee / account holder | $3,947 | $3,841+2.8% | $5,194-24.0% | $4,645-15.0% |