Filed October 31, 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 | $3,890 | $27,639-85.9% | $61,501-93.7% | $68,490-94.3% |
| Participation rate | 48.7% | 39.5%+9.2pp | 52.6%-3.9pp | 67.9%-19.2pp |
| Annual return | -17.90% | -13.19%-4.7pp | 339.04%-356.9pp | -7.85%-10.0pp |
| Employer contribution / active EE | $95 | $696-86.3% | $1,160-91.8% | $2,597-96.3% |
| Participant deferral / active EE | $668 | $1,264-47.1% | $2,125-68.6% | $4,028-83.4% |
| Admin fee / account holder | $535 | $2,012-73.4% | $2,132-74.9% | $5,403-90.1% |