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 | $49,586 | $91,179-45.6% | $178,499-72.2% | $79,852-37.9% |
| Participation rate | 52.5% | 69.2%-16.7pp | 81.9%-29.4pp | 69.6%-17.1pp |
| Annual return | 13.67% | 24.19%-10.5pp | 151.10%-137.4pp | 31.72%-18.1pp |
| Employer contribution / active EE | $1,303 | $3,256-60.0% | $5,011-74.0% | $2,471-47.3% |
| Participant deferral / active EE | $1,476 | $3,236-54.4% | $5,202-71.6% | $3,740-60.5% |
| Admin fee / account holder | $1,782 | $6,749-73.6% | $13,986-87.3% | $5,306-66.4% |