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 | $46,688-53.1% | $189,758-88.5% | $69,733-68.6% |
| Participation rate | 33.1% | 61.7%-28.6pp | 79.8%-46.7pp | 62.5%-29.3pp |
| Annual return | 13.77% | 14.35%-0.6pp | 52.62%-38.9pp | 15.22%-1.5pp |
| Employer contribution / active EE | $698 | $1,695-58.8% | $4,767-85.4% | $2,250-69.0% |
| Participant deferral / active EE | $1,423 | $2,143-33.6% | $5,856-75.7% | $3,054-53.4% |
| Admin fee / account holder | $3,306 | $1,700+94.4% | $20,388-83.8% | $3,102+6.6% |