Filed October 23, 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 | $139,311 | $60,139+131.6% | $90,461+54.0% | $79,856+74.5% |
| Participation rate | 69.4% | 65.0%+4.4pp | 72.7%-3.3pp | 69.6%-0.3pp |
| Annual return | 16.36% | 71.96%-55.6pp | 1294.76%-1278.4pp | 31.71%-15.3pp |
| Employer contribution / active EE | $2,208 | $2,069+6.7% | $3,264-32.4% | $2,471-10.7% |
| Participant deferral / active EE | $6,356 | $2,939+116.3% | $3,964+60.3% | $3,741+69.9% |
| Admin fee / account holder | $2,427 | $3,978-39.0% | $5,617-56.8% | $5,306-54.3% |