Filed March 7, 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 | $182,147 | $135,645+34.3% | $110,243+65.2% | $135,379+34.5% |
| Participation rate | 31.6% | 83.5%-51.9pp | 79.8%-48.2pp | 82.6%-51.1pp |
| Annual return | -3.59% | 513.24%-516.8pp | 314.76%-318.3pp | 519.79%-523.4pp |
| Employer contribution / active EE | $1,765 | $4,907-64.0% | $3,827-53.9% | $4,779-63.1% |
| Participant deferral / active EE | $4,911 | $5,507-10.8% | $4,672+5.1% | $5,609-12.4% |
| Admin fee / account holder | $50,613 | $11,458+341.7% | $8,548+492.1% | $10,828+367.4% |