Filed February 28, 2018
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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 | $47,873 | $159,934-70.1% | $147,005-67.4% | $145,959-67.2% |
| Participation rate | 41.7% | 84.0%-42.3pp | 82.2%-40.5pp | 80.3%-38.6pp |
| Annual return | 12.34% | 98.24%-85.9pp | 418.76%-406.4pp | 561.95%-549.6pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,094 | $8,427-63.3% | $8,070-61.7% | $6,689-53.7% |
| Admin fee / account holder | $70,072 | $15,053+365.5% | $13,006+438.8% | $13,398+423.0% |