Filed February 20, 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 | $64,708 | $81,504-20.6% | $102,437-36.8% | $80,959-20.1% |
| Participation rate | 52.4% | 66.9%-14.5pp | 74.5%-22.1pp | 67.7%-15.3pp |
| Annual return | 15.17% | 25.60%-10.4pp | 24.95%-9.8pp | 35.67%-20.5pp |
| Employer contribution / active EE | $831 | $3,104-73.2% | $3,871-78.5% | $2,757-69.9% |
| Participant deferral / active EE | $2,981 | $3,871-23.0% | $5,060-41.1% | $4,300-30.7% |
| Admin fee / account holder | $659 | $6,719-90.2% | $8,388-92.1% | $6,925-90.5% |