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 | $58,149 | $41,377+40.5% | $109,313-46.8% | $62,881-7.5% |
| Participation rate | 55.0% | 57.5%-2.5pp | 71.3%-16.3pp | 69.3%-14.3pp |
| Annual return | 27.48% | 11.05%+16.4pp | 22.07%+5.4pp | 20.14%+7.3pp |
| Employer contribution / active EE | $834 | $1,276-34.7% | $3,892-78.6% | $2,281-63.5% |
| Participant deferral / active EE | $2,176 | $2,045+6.4% | $3,166-31.3% | $3,203-32.1% |
| Admin fee / account holder | $1,979 | $2,884-31.4% | $5,666-65.1% | $4,296-53.9% |