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 | $39,353 | $73,978-46.8% | $96,515-59.2% | $75,173-47.7% |
| Participation rate | 41.0% | 66.4%-25.4pp | 74.3%-33.3pp | 67.2%-26.2pp |
| Annual return | 22.32% | 26.72%-4.4pp | 35.73%-13.4pp | 160.72%-138.4pp |
| Employer contribution / active EE | $1,076 | $2,931-63.3% | $3,740-71.2% | $2,671-59.7% |
| Participant deferral / active EE | $2,278 | $3,660-37.8% | $4,880-53.3% | $4,126-44.8% |
| Admin fee / account holder | $1,267 | $5,219-75.7% | $6,735-81.2% | $5,651-77.6% |