Filed February 5, 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 | $31,277 | $63,342-50.6% | $92,236-66.1% | $70,131-55.4% |
| Participation rate | 65.8% | 68.7%-2.9pp | 76.5%-10.7pp | 69.5%-3.8pp |
| Annual return | 18.22% | 530.15%-511.9pp | 176.29%-158.1pp | 73.14%-54.9pp |
| Employer contribution / active EE | $1,480 | $2,471-40.1% | $3,679-59.8% | $2,342-36.8% |
| Participant deferral / active EE | $2,317 | $2,854-18.8% | $3,897-40.5% | $3,332-30.5% |
| Admin fee / account holder | $1,035 | $3,840-73.0% | $5,194-80.1% | $4,645-77.7% |