Filed October 16, 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 | $144,075 | $107,421+34.1% | $182,262-21.0% | $94,015+53.2% |
| Participation rate | 65.5% | 77.8%-12.3pp | 84.2%-18.8pp | 70.8%-5.4pp |
| Annual return | 13.20% | 21.32%-8.1pp | 140.60%-127.4pp | 17.84%-4.6pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $4,905 | $6,558-25.2% | $8,276-40.7% | $4,249+15.4% |
| Admin fee / account holder | $2,265 | $8,692-73.9% | $16,712-86.4% | $8,951-74.7% |