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 | $160,070-70.1% | $147,117-67.5% | $145,897-67.2% |
| Participation rate | 41.7% | 84.0%-42.4pp | 82.2%-40.5pp | 80.3%-38.6pp |
| Annual return | 12.34% | 98.69%-86.3pp | 420.54%-408.2pp | 552.29%-540.0pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,094 | $8,419-63.3% | $8,065-61.6% | $6,689-53.8% |
| Admin fee / account holder | $70,072 | $15,035+366.0% | $12,993+439.3% | $13,390+423.3% |