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 | $41,255 | $39,162+5.3% | $100,671-59.0% | $59,633-30.8% |
| Participation rate | 48.9% | 55.9%-7.0pp | 70.7%-21.8pp | 68.7%-19.8pp |
| Annual return | -0.52% | 21.07%-21.6pp | 20.43%-20.9pp | 2041.40%-2041.9pp |
| Employer contribution / active EE | $646 | $1,151-43.8% | $4,012-83.9% | $2,203-70.7% |
| Participant deferral / active EE | $1,762 | $1,992-11.5% | $3,144-44.0% | $3,192-44.8% |
| Admin fee / account holder | $12,931 | $2,969+335.5% | $4,850+166.6% | $4,297+200.9% |