Filed June 14, 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 | $88,909 | $185,883-52.2% | $170,043-47.7% | $139,466-36.3% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 18.19% | 60.54%-42.4pp | 53.40%-35.2pp | 373.66%-355.5pp |
| Employer contribution / active EE | $3,077 | $7,596-59.5% | $6,790-54.7% | $4,754-35.3% |
| Participant deferral / active EE | $5,073 | $11,626-56.4% | $10,410-51.3% | $6,712-24.4% |
| Admin fee / account holder | $1,519 | $15,393-90.1% | $12,824-88.2% | $11,409-86.7% |