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 | $43,496-49.7% | $161,489-86.4% | $64,340-66.0% |
| Participation rate | 33.1% | 53.5%-20.4pp | 78.7%-45.6pp | 55.2%-22.1pp |
| Annual return | 13.77% | 20.76%-7.0pp | 89.72%-76.0pp | 24.14%-10.4pp |
| Employer contribution / active EE | $698 | $1,431-51.2% | $4,268-83.6% | $1,862-62.5% |
| Participant deferral / active EE | $1,423 | $1,996-28.7% | $5,630-74.7% | $2,980-52.2% |
| Admin fee / account holder | $3,306 | $2,330+41.9% | $16,006-79.3% | $3,703-10.7% |