Filed February 9, 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 | $36,716 | $110,337-66.7% | $102,383-64.1% | $145,877-74.8% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.2pp |
| Annual return | 15.64% | 24.83%-9.2pp | 24.94%-9.3pp | 551.28%-535.6pp |
| Employer contribution / active EE | $1,431 | $4,216-66.1% | $3,870-63.0% | $4,663-69.3% |
| Participant deferral / active EE | $3,252 | $5,621-42.1% | $5,060-35.7% | $6,691-51.4% |
| Admin fee / account holder | $2,435 | $9,750-75.0% | $8,391-71.0% | $13,402-81.8% |