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 | $110,410-66.7% | $102,437-64.2% | $145,897-74.8% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.2pp |
| Annual return | 15.64% | 24.85%-9.2pp | 24.95%-9.3pp | 552.29%-536.6pp |
| Employer contribution / active EE | $1,431 | $4,217-66.1% | $3,871-63.0% | $4,663-69.3% |
| Participant deferral / active EE | $3,252 | $5,622-42.2% | $5,060-35.7% | $6,689-51.4% |
| Admin fee / account holder | $2,435 | $9,745-75.0% | $8,388-71.0% | $13,390-81.8% |