Filed February 13, 2018
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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 | $76,423 | $52,507+45.5% | $129,406-40.9% | $74,478+2.6% |
| Participation rate | 24.4% | 53.9%-29.5pp | 69.6%-45.2pp | 67.2%-42.8pp |
| Annual return | 13.88% | 15.64%-1.8pp | 9468.18%-9454.3pp | 1370.56%-1356.7pp |
| Employer contribution / active EE | $643 | $1,534-58.1% | $4,155-84.5% | $2,626-75.5% |
| Participant deferral / active EE | $1,116 | $2,801-60.1% | $4,167-73.2% | $4,350-74.3% |
| Admin fee / account holder | $3,117 | $2,639+18.1% | $7,689-59.5% | $1,946+60.2% |