Filed February 5, 2018
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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 | $85,436 | $212,386-59.8% | $199,883-57.3% | $138,895-38.5% |
| Participation rate | 60.9% | 87.4%-26.5pp | 86.8%-25.9pp | 79.9%-19.0pp |
| Annual return | 14.93% | 47.75%-32.8pp | 43.81%-28.9pp | 145.39%-130.5pp |
| Employer contribution / active EE | $2,003 | $6,625-69.8% | $6,261-68.0% | $4,194-52.3% |
| Participant deferral / active EE | $3,289 | $9,617-65.8% | $9,138-64.0% | $6,396-48.6% |
| Admin fee / account holder | $12,388 | $18,233-32.1% | $17,268-28.3% | $12,562-1.4% |