Filed October 30, 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 | $34,106 | $58,726-41.9% | $92,240-63.0% | $62,293-45.2% |
| Participation rate | 64.3% | 68.3%-4.0pp | 76.5%-12.1pp | 69.5%-5.2pp |
| Annual return | 20.85% | 43.62%-22.8pp | 176.29%-155.4pp | 28.90%-8.0pp |
| Employer contribution / active EE | $1,655 | $2,392-30.8% | $3,680-55.0% | $2,042-19.0% |
| Participant deferral / active EE | $3,261 | $2,766+17.9% | $3,897-16.3% | $3,169+2.9% |
| Admin fee / account holder | $532 | $556-4.3% | $5,194-89.7% | $479+11.1% |