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 | $39,318 | $72,273-45.6% | $101,275-61.2% | $79,856-50.8% |
| Participation rate | 66.0% | 68.5%-2.4pp | 75.8%-9.8pp | 69.6%-3.6pp |
| Annual return | 17.76% | 22.30%-4.5pp | 46.48%-28.7pp | 31.71%-13.9pp |
| Employer contribution / active EE | $1,093 | $2,691-59.4% | $3,660-70.1% | $2,471-55.8% |
| Participant deferral / active EE | $3,137 | $3,282-4.4% | $4,371-28.2% | $3,741-16.1% |
| Admin fee / account holder | $487 | $4,401-88.9% | $5,948-91.8% | $5,306-90.8% |