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 | $59,337 | $63,346-6.3% | $92,239-35.7% | $70,124-15.4% |
| Participation rate | 34.2% | 68.7%-34.4pp | 76.5%-42.2pp | 69.5%-35.3pp |
| Annual return | 14.06% | 530.19%-516.1pp | 176.29%-162.2pp | 73.14%-59.1pp |
| Employer contribution / active EE | $1,238 | $2,471-49.9% | $3,680-66.3% | $2,342-47.1% |
| Participant deferral / active EE | $2,541 | $2,854-10.9% | $3,897-34.8% | $3,332-23.7% |
| Admin fee / account holder | $2,997 | $3,841-22.0% | $5,194-42.3% | $4,645-35.5% |