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 | $76,642-28.1% | $146,866-62.5% | $65,306-15.6% |
| Participation rate | 64.8% | 61.2%+3.5pp | 82.5%-17.7pp | 57.7%+7.1pp |
| Annual return | 20.46% | 33.40%-12.9pp | 102.85%-82.4pp | 21.94%-1.5pp |
| Employer contribution / active EE | $2,082 | $2,621-20.6% | $4,425-53.0% | $1,967+5.8% |
| Participant deferral / active EE | $5,487 | $4,864+12.8% | $7,759-29.3% | $2,959+85.4% |
| Admin fee / account holder | $1,019 | $3,960-74.3% | $13,620-92.5% | $3,480-70.7% |