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 | $23,000 | $87,016-73.6% | $63,244-63.6% | $125,388-81.7% |
| Participation rate | 66.7% | 77.1%-10.4pp | 71.0%-4.4pp | 83.2%-16.5pp |
| Annual return | 1.62% | 21.71%-20.1pp | -70.31%+71.9pp | 282.24%-280.6pp |
| Employer contribution / active EE | $2,534 | $3,601-29.6% | $2,322+9.1% | $4,866-47.9% |
| Participant deferral / active EE | $4,116 | $3,939+4.5% | $2,953+39.4% | $5,352-23.1% |
| Admin fee / account holder | $4,510 | $11,954-62.3% | $5,893-23.5% | $9,541-52.7% |