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 | $39,779 | $41,377-3.9% | $109,313-63.6% | $62,881-36.7% |
| Participation rate | 46.9% | 57.5%-10.6pp | 71.3%-24.4pp | 69.3%-22.4pp |
| Annual return | 6.99% | 11.05%-4.1pp | 22.07%-15.1pp | 20.14%-13.1pp |
| Employer contribution / active EE | $949 | $1,276-25.7% | $3,892-75.6% | $2,281-58.4% |
| Participant deferral / active EE | $2,100 | $2,045+2.7% | $3,166-33.7% | $3,203-34.4% |
| Admin fee / account holder | $2,613 | $2,884-9.4% | $5,666-53.9% | $4,296-39.2% |