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 | $34,387 | $106,247-67.6% | $96,515-64.4% | $139,466-75.3% |
| Participation rate | 52.4% | 77.8%-25.5pp | 74.3%-22.0pp | 80.3%-28.0pp |
| Annual return | 21.51% | 38.47%-17.0pp | 35.73%-14.2pp | 373.66%-352.2pp |
| Employer contribution / active EE | $1,460 | $4,106-64.4% | $3,740-61.0% | $4,754-69.3% |
| Participant deferral / active EE | $2,862 | $5,456-47.5% | $4,880-41.4% | $6,712-57.4% |
| Admin fee / account holder | $470 | $7,885-94.0% | $6,735-93.0% | $11,409-95.9% |