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 | $61,234 | $45,602+34.3% | $117,533-47.9% | $66,938-8.5% |
| Participation rate | 28.6% | 57.6%-29.1pp | 70.6%-42.0pp | 69.8%-41.2pp |
| Annual return | -16.42% | -16.74%+0.3pp | 29.77%-46.2pp | 1.58%-18.0pp |
| Employer contribution / active EE | $748 | $1,579-52.6% | $4,179-82.1% | $2,545-70.6% |
| Participant deferral / active EE | $1,272 | $2,845-55.3% | $4,072-68.8% | $4,238-70.0% |
| Admin fee / account holder | $638 | $661-3.4% | $5,647-88.7% | $594+7.6% |