Filed August 17, 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 | $90,999 | $107,809-15.6% | $97,032-6.2% | $155,188-41.4% |
| Participation rate | 47.6% | 75.5%-27.9pp | 71.6%-23.9pp | 80.8%-33.2pp |
| Annual return | 20.33% | 38.06%-17.7pp | 35.38%-15.0pp | 148.84%-128.5pp |
| Employer contribution / active EE | $1,550 | $2,911-46.8% | $2,629-41.0% | $4,248-63.5% |
| Participant deferral / active EE | $4,280 | $5,129-16.6% | $4,672-8.4% | $6,531-34.5% |
| Admin fee / account holder | $1,770 | $10,717-83.5% | $9,418-81.2% | $14,480-87.8% |