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 | $59,210 | $73,988-20.0% | $96,538-38.7% | $75,177-21.2% |
| Participation rate | 52.0% | 66.4%-14.4pp | 74.3%-22.3pp | 67.2%-15.2pp |
| Annual return | 25.90% | 26.73%-0.8pp | 35.74%-9.8pp | 160.75%-134.8pp |
| Employer contribution / active EE | $856 | $2,930-70.8% | $3,740-77.1% | $2,671-67.9% |
| Participant deferral / active EE | $2,827 | $3,660-22.8% | $4,880-42.1% | $4,126-31.5% |
| Admin fee / account holder | $2,406 | $5,220-53.9% | $6,737-64.3% | $5,651-57.4% |