Filed March 28, 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.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,437 | $110,379-75.1% | $102,412-73.2% | $145,884-81.2% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 9.52% | 24.84%-15.3pp | 24.94%-15.4pp | 551.85%-542.3pp |
| Employer contribution / active EE | $39,927 | $4,216+847.0% | $3,870+931.7% | $4,662+756.4% |
| Participant deferral / active EE | $5,218 | $5,622-7.2% | $5,060+3.1% | $6,690-22.0% |
| Admin fee / account holder | $383,447 | $9,745+3834.9% | $8,388+4471.6% | $13,392+2763.3% |