Filed December 5, 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 | $173,888 | $72,273+140.6% | $101,275+71.7% | $79,856+117.8% |
| Participation rate | 40.7% | 68.5%-27.7pp | 75.8%-35.1pp | 69.6%-28.9pp |
| Annual return | 15.80% | 22.30%-6.5pp | 46.48%-30.7pp | 31.71%-15.9pp |
| Employer contribution / active EE | $2,240 | $2,691-16.8% | $3,660-38.8% | $2,471-9.4% |
| Participant deferral / active EE | $1,606 | $3,282-51.1% | $4,371-63.3% | $3,741-57.1% |
| Admin fee / account holder | $8,862 | $4,401+101.3% | $5,948+49.0% | $5,306+67.0% |