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 | $37,410 | $63,764-41.3% | $81,926-54.3% | $79,858-53.2% |
| Participation rate | 53.7% | 67.5%-13.8pp | 72.0%-18.3pp | 69.6%-16.0pp |
| Annual return | 10.86% | 22.66%-11.8pp | 29.49%-18.6pp | 31.72%-20.9pp |
| Employer contribution / active EE | $2,172 | $1,795+21.0% | $4,310-49.6% | $2,471-12.1% |
| Participant deferral / active EE | $3,865 | $2,780+39.0% | $7,108-45.6% | $3,740+3.3% |
| Admin fee / account holder | $7,764 | $4,426+75.4% | $5,159+50.5% | $5,306+46.3% |