Filed April 4, 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 | $17,773 | $48,078-63.0% | $78,676-77.4% | $62,881-71.7% |
| Participation rate | 69.6% | 65.2%+4.4pp | 73.6%-3.9pp | 69.3%+0.3pp |
| Annual return | 17.62% | 31.36%-13.7pp | 62.19%-44.6pp | 20.14%-2.5pp |
| Employer contribution / active EE | $1,979 | $2,015-1.8% | $2,850-30.6% | $2,281-13.3% |
| Participant deferral / active EE | $4,152 | $2,587+60.5% | $3,517+18.1% | $3,203+29.6% |
| Admin fee / account holder | $473 | $3,206-85.3% | $4,510-89.5% | $4,296-89.0% |