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 | $35,317 | $39,162-9.8% | $100,671-64.9% | $59,633-40.8% |
| Participation rate | 46.7% | 55.9%-9.2pp | 70.7%-24.0pp | 68.7%-22.0pp |
| Annual return | -1.92% | 21.07%-23.0pp | 20.43%-22.3pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $915 | $1,151-20.5% | $4,012-77.2% | $2,203-58.5% |
| Participant deferral / active EE | $1,850 | $1,992-7.1% | $3,144-41.2% | $3,192-42.0% |
| Admin fee / account holder | $1,469 | $2,969-50.5% | $4,850-69.7% | $4,297-65.8% |