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 | $84,628+8.7% | $61,501+49.6% | $134,545-31.6% |
| Participation rate | 61.5% | 62.2%-0.7pp | 52.6%+9.0pp | 81.2%-19.7pp |
| Annual return | -9.99% | 585.61%-595.6pp | 339.04%-349.0pp | 418.37%-428.4pp |
| Employer contribution / active EE | $1,279 | $1,545-17.2% | $1,160+10.3% | $4,742-73.0% |
| Participant deferral / active EE | $7,331 | $2,819+160.1% | $2,125+245.1% | $6,401+14.5% |
| Admin fee / account holder | $4,270 | $2,587+65.0% | $2,132+100.3% | $11,431-62.6% |