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 | $61,222 | $89,370-31.5% | $141,197-56.6% | $72,976-16.1% |
| Participation rate | 47.2% | 75.1%-27.9pp | 82.5%-35.3pp | 69.5%-22.3pp |
| Annual return | 23.70% | 111.88%-88.2pp | 71.41%-47.7pp | 81.02%-57.3pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,774 | $5,419+25.0% | $6,710+1.0% | $3,608+87.8% |
| Admin fee / account holder | $7,525 | $5,957+26.3% | $10,265-26.7% | $5,124+46.8% |