Filed March 26, 2018
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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 | $37,251 | $109,359-65.9% | $162,185-77.0% | $72,976-49.0% |
| Participation rate | 67.7% | 84.3%-16.5pp | 87.6%-19.8pp | 69.5%-1.8pp |
| Annual return | 24.45% | 25.46%-1.0pp | 115.61%-91.2pp | 81.02%-56.6pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,517 | $5,481-35.8% | $7,297-51.8% | $3,608-2.5% |
| Admin fee / account holder | $1,688 | $7,972-78.8% | $10,844-84.4% | $5,124-67.1% |