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 | $43,272 | $46,877-7.7% | $122,354-64.6% | $70,126-38.3% |
| Participation rate | 62.3% | 58.2%+4.1pp | 71.6%-9.3pp | 69.5%-7.2pp |
| Annual return | 15.57% | 24.22%-8.7pp | 30.28%-14.7pp | 73.15%-57.6pp |
| Employer contribution / active EE | $1,367 | $1,288+6.1% | $4,051-66.3% | $2,343-41.6% |
| Participant deferral / active EE | $2,971 | $2,167+37.1% | $3,287-9.6% | $3,332-10.8% |
| Admin fee / account holder | $4,247 | $3,324+27.8% | $5,479-22.5% | $4,645-8.6% |