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 | $96,738 | $98,760-2.0% | $149,715-35.4% | $79,858+21.1% |
| Participation rate | 33.3% | 75.8%-42.4pp | 82.5%-49.1pp | 69.6%-36.3pp |
| Annual return | 15.52% | 27.43%-11.9pp | 276.66%-261.1pp | 31.72%-16.2pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,602 | $5,681-36.6% | $6,842-47.4% | $3,740-3.7% |
| Admin fee / account holder | $8,263 | $6,053+36.5% | $9,310-11.2% | $5,306+55.7% |