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 | $23,745 | $49,255-51.8% | $70,494-66.3% | $79,856-70.3% |
| Participation rate | 2.0% | 69.2%-67.2pp | 75.1%-73.1pp | 69.6%-67.7pp |
| Annual return | 12.37% | 30.10%-17.7pp | 109.16%-96.8pp | 31.71%-19.3pp |
| Employer contribution / active EE | $1,049 | $2,100-50.0% | $2,738-61.7% | $2,471-57.5% |
| Participant deferral / active EE | $1,836 | $2,768-33.7% | $3,711-50.5% | $3,741-50.9% |
| Admin fee / account holder | $11,108 | $2,879+285.8% | $3,848+188.7% | $5,306+109.3% |