Filed March 13, 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 | $36,658 | $63,809-42.6% | $81,353-54.9% | $80,935-54.7% |
| Participation rate | 38.6% | 63.9%-25.3pp | 69.5%-31.0pp | 67.7%-29.1pp |
| Annual return | 10.62% | 16.37%-5.7pp | 24.82%-14.2pp | 35.66%-25.0pp |
| Employer contribution / active EE | $2,068 | $1,981+4.4% | $2,464-16.1% | $2,757-25.0% |
| Participant deferral / active EE | $4,496 | $3,093+45.4% | $3,885+15.7% | $4,299+4.6% |
| Admin fee / account holder | $11,705 | $5,686+105.9% | $5,766+103.0% | $6,924+69.0% |