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 | $117,922 | $51,631+128.4% | $129,397-8.9% | $80,925+45.7% |
| Participation rate | 51.2% | 56.9%-5.7pp | 69.6%-18.4pp | 67.7%-16.4pp |
| Annual return | 12.10% | 20.77%-8.7pp | 9453.98%-9441.9pp | 35.65%-23.5pp |
| Employer contribution / active EE | $1,590 | $1,583+0.4% | $4,154-61.7% | $2,756-42.3% |
| Participant deferral / active EE | $5,356 | $2,670+100.6% | $4,167+28.5% | $4,299+24.6% |
| Admin fee / account holder | $7,530 | $4,309+74.8% | $7,679-1.9% | $6,940+8.5% |