Filed April 27, 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 | $125,019 | $52,353+138.8% | $120,225+4.0% | $82,448+51.6% |
| Participation rate | 56.0% | 58.3%-2.3pp | 69.6%-13.6pp | 68.1%-12.1pp |
| Annual return | 15.71% | 61.85%-46.1pp | 439.23%-423.5pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,413 | $1,510-6.5% | $3,475-59.4% | $2,551-44.6% |
| Participant deferral / active EE | $4,631 | $2,627+76.3% | $3,999+15.8% | $4,139+11.9% |
| Admin fee / account holder | $3,247 | $4,363-25.6% | $5,696-43.0% | $7,234-55.1% |