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 | $163,557 | $57,330+185.3% | $86,656+88.7% | $75,177+117.6% |
| Participation rate | 64.6% | 63.2%+1.4pp | 71.7%-7.1pp | 67.2%-2.6pp |
| Annual return | 18.08% | 2675.40%-2657.3pp | 593.09%-575.0pp | 160.75%-142.7pp |
| Employer contribution / active EE | $3,698 | $2,316+59.6% | $3,025+22.2% | $2,671+38.4% |
| Participant deferral / active EE | $6,622 | $3,320+99.4% | $4,439+49.2% | $4,126+60.5% |
| Admin fee / account holder | $6,860 | $4,115+66.7% | $5,619+22.1% | $5,651+21.4% |