Filed December 21, 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 | $115,585 | $107,363+7.7% | $92,909+24.4% | $152,897-24.4% |
| Participation rate | 16.7% | 79.8%-63.1pp | 76.0%-59.3pp | 82.5%-65.8pp |
| Annual return | 25.95% | 145.63%-119.7pp | 109.44%-83.5pp | 345.43%-319.5pp |
| Employer contribution / active EE | $2,155 | $4,222-49.0% | $3,653-41.0% | $4,764-54.8% |
| Participant deferral / active EE | $2,878 | $4,848-40.6% | $4,238-32.1% | $5,851-50.8% |
| Admin fee / account holder | $7,078 | $7,082-0.1% | $5,795+22.1% | $11,599-39.0% |