Filed June 29, 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 | $239,208 | $69,518+244.1% | $59,887+299.4% | $135,379+76.7% |
| Participation rate | 35.7% | 77.8%-42.1pp | 74.7%-39.0pp | 82.6%-46.9pp |
| Annual return | -4.92% | 7.95%-12.9pp | 3.46%-8.4pp | 519.79%-524.7pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,148 | $4,204+22.4% | $3,402+51.3% | $5,609-8.2% |
| Admin fee / account holder | $3,577 | $5,734-37.6% | $3,591-0.4% | $10,828-67.0% |