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 | $37,566 | $82,032-54.2% | $123,106-69.5% | $59,633-37.0% |
| Participation rate | 57.1% | 83.2%-26.1pp | 86.8%-29.6pp | 68.7%-11.5pp |
| Annual return | -0.12% | 5.12%-5.2pp | 13.22%-13.3pp | 2041.40%-2041.5pp |
| Employer contribution / active EE | $1,238 | $3,297-62.5% | $5,151-76.0% | $2,203-43.8% |
| Participant deferral / active EE | $2,197 | $4,667-52.9% | $6,229-64.7% | $3,192-31.2% |
| Admin fee / account holder | $4,115 | $5,881-30.0% | $9,015-54.4% | $4,297-4.2% |