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 | $72,786 | $82,678-12.0% | $125,391-42.0% | $68,490+6.3% |
| Participation rate | 67.2% | 75.1%-7.8pp | 82.4%-15.2pp | 67.9%-0.7pp |
| Annual return | -17.20% | -5.97%-11.2pp | 572.41%-589.6pp | -7.85%-9.3pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,364 | $6,111-28.6% | $7,448-41.4% | $4,028+8.4% |
| Admin fee / account holder | $3,031 | $6,277-51.7% | $10,009-69.7% | $5,403-43.9% |