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 | $53,115 | $94,529-43.8% | $140,019-62.1% | $64,173-17.2% |
| Participation rate | 63.6% | 84.1%-20.4pp | 87.5%-23.9pp | 69.6%-5.9pp |
| Annual return | -5.67% | 7.77%-13.4pp | 651.17%-656.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,412 | $3,812-63.0% | $5,605-74.8% | $2,381-40.7% |
| Participant deferral / active EE | $2,489 | $5,250-52.6% | $6,927-64.1% | $3,470-28.3% |
| Admin fee / account holder | $3,783 | $6,741-43.9% | $10,705-64.7% | $4,887-22.6% |