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 | $29,389 | $52,306-43.8% | $69,779-57.9% | $62,881-53.3% |
| Participation rate | 50.0% | 67.2%-17.2pp | 71.8%-21.8pp | 69.3%-19.3pp |
| Annual return | 28.42% | 13.35%+15.1pp | 12.99%+15.4pp | 20.14%+8.3pp |
| Employer contribution / active EE | $2,349 | $1,799+30.6% | $2,338+0.4% | $2,281+3.0% |
| Participant deferral / active EE | $3,610 | $2,395+50.7% | $2,931+23.2% | $3,203+12.7% |
| Admin fee / account holder | $5,466 | $3,691+48.1% | $4,381+24.8% | $4,296+27.2% |