Filed December 27, 2016
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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 | $41,366 | $77,638-46.7% | $156,551-73.6% | $62,881-34.2% |
| Participation rate | 25.0% | 71.2%-46.2pp | 84.0%-59.0pp | 69.3%-44.3pp |
| Annual return | 6.07% | 50.33%-44.3pp | 32.23%-26.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $874 | $3,444-74.6% | $5,501-84.1% | $2,281-61.7% |
| Participant deferral / active EE | $1,006 | $3,046-67.0% | $4,871-79.4% | $3,203-68.6% |
| Admin fee / account holder | $1,345 | $5,561-75.8% | $13,028-89.7% | $4,296-68.7% |