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 | $160,040-70.1% | $147,096-67.5% | $145,877-67.2% |
| Participation rate | 41.7% | 84.0%-42.4pp | 82.2%-40.5pp | 80.3%-38.6pp |
| Annual return | 12.34% | 98.49%-86.2pp | 419.75%-407.4pp | 551.28%-538.9pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,094 | $8,429-63.3% | $8,071-61.7% | $6,691-53.8% |
| Admin fee / account holder | $70,072 | $15,050+365.6% | $13,005+438.8% | $13,402+422.8% |