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 | $79,867-23.5% | $120,344-49.2% | $64,340-5.0% |
| Participation rate | 49.6% | 63.0%-13.4pp | 76.7%-27.1pp | 55.2%-5.6pp |
| Annual return | 18.54% | 21.10%-2.6pp | 20.30%-1.8pp | 24.14%-5.6pp |
| Employer contribution / active EE | $1,557 | $1,925-19.1% | $3,020-48.5% | $1,862-16.4% |
| Participant deferral / active EE | $2,842 | $3,593-20.9% | $5,135-44.7% | $2,980-4.6% |
| Admin fee / account holder | $3,292 | $5,039-34.7% | $12,742-74.2% | $3,703-11.1% |