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 | $95,084-45.3% | $140,514-63.0% | $69,733-25.5% |
| Participation rate | 55.3% | 68.7%-13.4pp | 77.8%-22.5pp | 62.5%-7.2pp |
| Annual return | 14.00% | 18.56%-4.6pp | 14.36%-0.4pp | 15.22%-1.2pp |
| Employer contribution / active EE | $1,076 | $2,405-55.3% | $3,378-68.2% | $2,250-52.2% |
| Participant deferral / active EE | $1,818 | $3,868-53.0% | $4,919-63.0% | $3,054-40.5% |
| Admin fee / account holder | $9,713 | $4,885+98.9% | $13,697-29.1% | $3,102+213.1% |