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 | $29,934 | $47,977-37.6% | $154,108-80.6% | $56,289-46.8% |
| Participation rate | 32.7% | 66.2%-33.4pp | 83.0%-50.3pp | 69.9%-37.1pp |
| Annual return | 10.98% | 3.54%+7.4pp | 735.21%-724.2pp | -9.96%+20.9pp |
| Employer contribution / active EE | $601 | $2,169-72.3% | $5,298-88.7% | $2,111-71.5% |
| Participant deferral / active EE | $985 | $2,392-58.8% | $5,081-80.6% | $3,350-70.6% |
| Admin fee / account holder | $1,078 | $438+146.1% | $13,411-92.0% | $521+107.0% |