Filed April 10, 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 | $21,895 | $45,343-51.7% | $150,298-85.4% | $67,986-67.8% |
| Participation rate | 33.1% | 51.9%-18.7pp | 77.8%-44.6pp | 57.2%-24.1pp |
| Annual return | 13.77% | 33.28%-19.5pp | 62.79%-49.0pp | 31.67%-17.9pp |
| Employer contribution / active EE | $698 | $1,462-52.3% | $4,154-83.2% | $2,019-65.4% |
| Participant deferral / active EE | $1,423 | $2,055-30.7% | $5,453-73.9% | $3,358-57.6% |
| Admin fee / account holder | $3,306 | $2,250+47.0% | $14,116-76.6% | $3,203+3.2% |