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 | $99,053-8.1% | $88,179+3.2% | $138,895-34.5% |
| Participation rate | 47.6% | 74.2%-26.6pp | 69.1%-21.5pp | 79.9%-32.3pp |
| Annual return | 20.33% | 78.17%-57.8pp | 64.97%-44.6pp | 145.39%-125.1pp |
| Employer contribution / active EE | $1,550 | $2,882-46.2% | $2,549-39.2% | $4,194-63.0% |
| Participant deferral / active EE | $4,280 | $5,225-18.1% | $4,614-7.2% | $6,396-33.1% |
| Admin fee / account holder | $1,770 | $8,748-79.8% | $7,673-76.9% | $12,562-85.9% |