Filed March 20, 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 | $24,697 | $27,632-10.6% | $61,399-59.8% | $68,495-63.9% |
| Participation rate | 32.6% | 39.5%-6.9pp | 52.6%-20.0pp | 67.9%-35.3pp |
| Annual return | -18.73% | -13.24%-5.5pp | 338.81%-357.5pp | -7.84%-10.9pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,231 | $1,264-2.6% | $2,124-42.0% | $4,028-69.4% |
| Admin fee / account holder | $1,931 | $2,010-3.9% | $2,131-9.4% | $5,403-64.3% |