Filed October 23, 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 | $44,977 | $87,834-48.8% | $133,975-66.4% | $62,881-28.5% |
| Participation rate | 67.9% | 83.4%-15.5pp | 87.1%-19.1pp | 69.3%-1.4pp |
| Annual return | 6.97% | 12.05%-5.1pp | 29.29%-22.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,552 | $3,482-55.4% | $5,211-70.2% | $2,281-32.0% |
| Participant deferral / active EE | $2,789 | $4,812-42.0% | $6,282-55.6% | $3,203-12.9% |
| Admin fee / account holder | $3,241 | $5,372-39.7% | $9,324-65.2% | $4,296-24.5% |