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 | $91,990 | $84,464+8.9% | $61,399+49.8% | $134,509-31.6% |
| Participation rate | 61.5% | 62.2%-0.7pp | 52.6%+9.0pp | 81.2%-19.7pp |
| Annual return | -9.99% | 585.06%-595.1pp | 338.81%-348.8pp | 418.13%-428.1pp |
| Employer contribution / active EE | $1,279 | $1,545-17.2% | $1,159+10.4% | $4,741-73.0% |
| Participant deferral / active EE | $7,331 | $2,818+160.2% | $2,124+245.1% | $6,400+14.5% |
| Admin fee / account holder | $4,270 | $2,587+65.0% | $2,131+100.4% | $11,427-62.6% |