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 | $17,724 | $55,446-68.0% | $155,574-88.6% | $74,429-76.2% |
| Participation rate | 35.3% | 61.9%-26.6pp | 78.2%-42.9pp | 67.2%-31.9pp |
| Annual return | 13.71% | 269.20%-255.5pp | 64.87%-51.2pp | 1368.38%-1354.7pp |
| Employer contribution / active EE | $597 | $2,266-73.6% | $4,676-87.2% | $2,625-77.2% |
| Participant deferral / active EE | $1,404 | $2,836-50.5% | $5,629-75.1% | $4,348-67.7% |
| Admin fee / account holder | $6,266 | $1,743+259.5% | $15,914-60.6% | $1,944+222.2% |