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 | $72,570 | $48,432+49.8% | $121,204-40.1% | $71,511+1.5% |
| Participation rate | 25.4% | 54.3%-29.0pp | 69.5%-44.2pp | 67.9%-42.6pp |
| Annual return | 16.04% | 23.28%-7.2pp | 987.18%-971.1pp | 28.86%-12.8pp |
| Employer contribution / active EE | $760 | $1,493-49.1% | $4,170-81.8% | $2,589-70.7% |
| Participant deferral / active EE | $1,336 | $2,756-51.5% | $4,083-67.3% | $4,291-68.9% |
| Admin fee / account holder | $11,019 | $1,845+497.3% | $5,651+95.0% | $1,588+593.7% |