Filed January 16, 2018
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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 | $58,349 | $50,464+15.6% | $75,784-23.0% | $52,331+11.5% |
| Participation rate | 19.3% | 66.8%-47.5pp | 75.8%-56.6pp | 68.1%-48.8pp |
| Annual return | 0.05% | 1.03%-1.0pp | 9.68%-9.6pp | 4.54%-4.5pp |
| Employer contribution / active EE | $633 | $1,988-68.1% | $3,323-80.9% | $1,882-66.3% |
| Participant deferral / active EE | $1,196 | $2,570-53.5% | $3,652-67.3% | $3,022-60.4% |
| Admin fee / account holder | $11,262 | $1,103+921.1% | $5,300+112.5% | $592+1803.7% |