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 | $55,685 | $53,774+3.6% | $134,162-58.5% | $79,852-30.3% |
| Participation rate | 69.4% | 58.8%+10.7pp | 72.2%-2.7pp | 69.6%-0.2pp |
| Annual return | 19.79% | 19.01%+0.8pp | 36.35%-16.6pp | 31.72%-11.9pp |
| Employer contribution / active EE | $2,055 | $1,322+55.5% | $3,705-44.5% | $2,471-16.8% |
| Participant deferral / active EE | $3,508 | $2,420+45.0% | $3,500+0.2% | $3,740-6.2% |
| Admin fee / account holder | $4,782 | $3,985+20.0% | $6,685-28.5% | $5,306-9.9% |