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 | $73,861 | $82,678-10.7% | $125,391-41.1% | $68,490+7.8% |
| Participation rate | 46.9% | 75.1%-28.2pp | 82.4%-35.5pp | 67.9%-21.0pp |
| Annual return | -15.28% | -5.97%-9.3pp | 572.41%-587.7pp | -7.85%-7.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,005 | $6,111-34.5% | $7,448-46.2% | $4,028-0.6% |
| Admin fee / account holder | $729 | $6,277-88.4% | $10,009-92.7% | $5,403-86.5% |