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 | $166,337 | $64,719+157.0% | $112,249+48.2% | $68,486+142.9% |
| Participation rate | 26.6% | 67.2%-40.6pp | 75.1%-48.5pp | 67.9%-41.3pp |
| Annual return | -15.10% | -11.40%-3.7pp | 27.48%-42.6pp | -7.85%-7.2pp |
| Employer contribution / active EE | $1,601 | $2,747-41.7% | $3,636-56.0% | $2,597-38.3% |
| Participant deferral / active EE | $1,856 | $3,565-48.0% | $4,729-60.8% | $4,028-53.9% |
| Admin fee / account holder | $22,219 | $5,232+324.6% | $6,412+246.5% | $5,404+311.2% |