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 | $48,142 | $64,729-25.6% | $112,263-57.1% | $68,490-29.7% |
| Participation rate | 54.5% | 67.2%-12.6pp | 75.1%-20.5pp | 67.9%-13.4pp |
| Annual return | -17.37% | -11.40%-6.0pp | 27.49%-44.9pp | -7.85%-9.5pp |
| Employer contribution / active EE | $1,031 | $2,746-62.4% | $3,636-71.6% | $2,597-60.3% |
| Participant deferral / active EE | $3,412 | $3,566-4.3% | $4,729-27.9% | $4,028-15.3% |
| Admin fee / account holder | $2,617 | $5,222-49.9% | $6,410-59.2% | $5,403-51.6% |