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 | $34,024 | $56,544-39.8% | $75,501-54.9% | $70,126-51.5% |
| Participation rate | 30.6% | 68.1%-37.5pp | 72.4%-41.7pp | 69.5%-38.9pp |
| Annual return | 18.58% | 23.59%-5.0pp | 27.35%-8.8pp | 73.15%-54.6pp |
| Employer contribution / active EE | $1,548 | $1,817-14.8% | $2,352-34.2% | $2,343-33.9% |
| Participant deferral / active EE | $2,718 | $2,580+5.4% | $3,142-13.5% | $3,332-18.4% |
| Admin fee / account holder | $1,997 | $3,827-47.8% | $5,801-65.6% | $4,645-57.0% |