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 | $51,984 | $85,515-39.2% | $112,040-53.6% | $67,986-23.5% |
| Participation rate | 55.3% | 68.2%-12.9pp | 76.5%-21.2pp | 57.2%-1.9pp |
| Annual return | 14.00% | 29.68%-15.7pp | 24.52%-10.5pp | 31.67%-17.7pp |
| Employer contribution / active EE | $1,076 | $2,191-50.9% | $2,954-63.6% | $2,019-46.7% |
| Participant deferral / active EE | $1,818 | $4,014-54.7% | $5,098-64.3% | $3,358-45.9% |
| Admin fee / account holder | $9,713 | $3,774+157.4% | $12,098-19.7% | $3,203+203.2% |