Filed February 20, 2017
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $75,056 | $96,731-22.4% | $123,973-39.5% | $86,983-13.7% |
| Participation rate | 45.2% | 70.0%-24.9pp | 76.7%-31.5pp | 69.5%-24.4pp |
| Annual return | 19.45% | 17.33%+2.1pp | 388.13%-368.7pp | 25.83%-6.4pp |
| Employer contribution / active EE | $719 | $3,297-78.2% | $4,126-82.6% | $2,584-72.2% |
| Participant deferral / active EE | $3,093 | $4,152-25.5% | $5,247-41.0% | $4,194-26.2% |
| Admin fee / account holder | $6,298 | $8,722-27.8% | $11,799-46.6% | $7,856-19.8% |