Filed December 1, 2017
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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 | $33,045 | $65,704-49.7% | $94,229-64.9% | $59,633-44.6% |
| Participation rate | 63.2% | 72.1%-9.0pp | 78.8%-15.6pp | 68.7%-5.5pp |
| Annual return | -1.65% | 5.22%-6.9pp | 10.68%-12.3pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $1,300 | $2,021-35.7% | $3,587-63.8% | $2,203-41.0% |
| Participant deferral / active EE | $2,094 | $3,143-33.4% | $4,320-51.5% | $3,192-34.4% |
| Admin fee / account holder | $1,164 | $4,265-72.7% | $6,269-81.4% | $4,297-72.9% |