Filed December 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 | $44,054 | $47,479-7.2% | $62,929-30.0% | $82,448-46.6% |
| Participation rate | 68.6% | 66.9%+1.7pp | 73.1%-4.5pp | 68.1%+0.5pp |
| Annual return | 22.35% | 20.34%+2.0pp | 1063.93%-1041.6pp | 41.64%-19.3pp |
| Employer contribution / active EE | $1,712 | $1,885-9.2% | $2,505-31.6% | $2,551-32.9% |
| Participant deferral / active EE | $3,580 | $2,870+24.7% | $3,888-7.9% | $4,139-13.5% |
| Admin fee / account holder | $1,846 | $3,804-51.5% | $5,065-63.5% | $7,234-74.5% |