Filed October 13, 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 | $19,085 | $51,638-63.0% | $129,406-85.3% | $80,959-76.4% |
| Participation rate | 58.6% | 56.9%+1.7pp | 69.6%-11.0pp | 67.7%-9.0pp |
| Annual return | 13.72% | 20.78%-7.1pp | 9468.18%-9454.5pp | 35.67%-21.9pp |
| Employer contribution / active EE | $1,125 | $1,584-28.9% | $4,155-72.9% | $2,757-59.2% |
| Participant deferral / active EE | $1,712 | $2,670-35.9% | $4,167-58.9% | $4,300-60.2% |
| Admin fee / account holder | $776 | $4,313-82.0% | $7,689-89.9% | $6,925-88.8% |