Filed September 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 | $55,140 | $88,360-37.6% | $145,433-62.1% | $67,986-18.9% |
| Participation rate | 64.8% | 65.5%-0.7pp | 82.1%-17.4pp | 57.2%+7.6pp |
| Annual return | 20.46% | 63.15%-42.7pp | 66.58%-46.1pp | 31.67%-11.2pp |
| Employer contribution / active EE | $2,082 | $3,054-31.8% | $4,554-54.3% | $2,019+3.1% |
| Participant deferral / active EE | $5,487 | $5,932-7.5% | $7,897-30.5% | $3,358+63.4% |
| Admin fee / account holder | $1,019 | $3,313-69.2% | $13,129-92.2% | $3,203-68.2% |