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 | $95,084-35.7% | $140,514-56.5% | $69,733-12.4% |
| Participation rate | 49.6% | 68.7%-19.1pp | 77.8%-28.2pp | 62.5%-12.8pp |
| Annual return | 18.54% | 18.56%0pp | 14.36%+4.2pp | 15.22%+3.3pp |
| Employer contribution / active EE | $1,557 | $2,405-35.3% | $3,378-53.9% | $2,250-30.8% |
| Participant deferral / active EE | $2,842 | $3,868-26.5% | $4,919-42.2% | $3,054-7.0% |
| Admin fee / account holder | $3,292 | $4,885-32.6% | $13,697-76.0% | $3,102+6.1% |