Filed August 21, 2017
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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 | $61,117 | $85,515-28.5% | $112,040-45.5% | $67,986-10.1% |
| Participation rate | 49.6% | 68.2%-18.6pp | 76.5%-26.9pp | 57.2%-7.6pp |
| Annual return | 18.54% | 29.68%-11.1pp | 24.52%-6.0pp | 31.67%-13.1pp |
| Employer contribution / active EE | $1,557 | $2,191-29.0% | $2,954-47.3% | $2,019-22.9% |
| Participant deferral / active EE | $2,842 | $4,014-29.2% | $5,098-44.3% | $3,358-15.4% |
| Admin fee / account holder | $3,292 | $3,774-12.8% | $12,098-72.8% | $3,203+2.8% |