Filed April 19, 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 | $84,778 | $102,385-17.2% | $147,080-42.4% | $80,935+4.7% |
| Participation rate | 48.4% | 75.9%-27.5pp | 82.2%-33.8pp | 67.7%-19.3pp |
| Annual return | 32.77% | 135.09%-102.3pp | 420.17%-387.4pp | 35.66%-2.9pp |
| Employer contribution / active EE | $1,533 | $3,717-58.8% | $4,933-68.9% | $2,757-44.4% |
| Participant deferral / active EE | $2,904 | $6,651-56.3% | $8,066-64.0% | $4,299-32.5% |
| Admin fee / account holder | $3,199 | $7,951-59.8% | $12,989-75.4% | $6,924-53.8% |