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 | $37,806 | $43,730-13.5% | $121,220-68.8% | $64,173-41.1% |
| Participation rate | 53.1% | 58.3%-5.2pp | 71.8%-18.6pp | 69.6%-16.4pp |
| Annual return | -5.69% | 68.94%-74.6pp | 16.94%-22.6pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,107 | $1,297-14.6% | $4,023-72.5% | $2,381-53.5% |
| Participant deferral / active EE | $2,078 | $2,281-8.9% | $3,345-37.9% | $3,470-40.1% |
| Admin fee / account holder | $1,795 | $3,502-48.8% | $5,021-64.3% | $4,887-63.3% |