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 | $118,927 | $102,385+16.2% | $147,080-19.1% | $80,935+46.9% |
| Participation rate | 69.1% | 75.9%-6.8pp | 82.2%-13.1pp | 67.7%+1.4pp |
| Annual return | 30.01% | 135.09%-105.1pp | 420.17%-390.2pp | 35.66%-5.6pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,383 | $6,651-19.1% | $8,066-33.3% | $4,299+25.2% |
| Admin fee / account holder | $2,200 | $7,951-72.3% | $12,989-83.1% | $6,924-68.2% |