Filed May 4, 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 | $39,945 | $41,377-3.5% | $109,313-63.5% | $62,881-36.5% |
| Participation rate | 62.1% | 57.5%+4.5pp | 71.3%-9.2pp | 69.3%-7.2pp |
| Annual return | 7.77% | 11.05%-3.3pp | 22.07%-14.3pp | 20.14%-12.4pp |
| Employer contribution / active EE | $2,263 | $1,276+77.4% | $3,892-41.9% | $2,281-0.8% |
| Participant deferral / active EE | $3,890 | $2,045+90.2% | $3,166+22.8% | $3,203+21.4% |
| Admin fee / account holder | $4,389 | $2,884+52.2% | $5,666-22.5% | $4,296+2.2% |