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 | $20,522 | $42,910-52.2% | $60,919-66.3% | $68,490-70.0% |
| Participation rate | 23.7% | 66.8%-43.1pp | 73.1%-49.4pp | 67.9%-44.2pp |
| Annual return | -17.05% | -13.99%-3.1pp | 16.96%-34.0pp | -7.85%-9.2pp |
| Employer contribution / active EE | $1,108 | $1,978-44.0% | $2,704-59.0% | $2,597-57.3% |
| Participant deferral / active EE | $1,437 | $2,866-49.8% | $3,814-62.3% | $4,028-64.3% |
| Admin fee / account holder | $3,116 | $3,104+0.4% | $3,228-3.5% | $5,403-42.3% |