Filed April 27, 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 | $50,661 | $39,245+29.1% | $64,105-21.0% | $52,331-3.2% |
| Participation rate | 63.0% | 58.2%+4.8pp | 68.2%-5.1pp | 68.1%-5.1pp |
| Annual return | 1.35% | 14.79%-13.4pp | 791.24%-789.9pp | 4.54%-3.2pp |
| Employer contribution / active EE | $654 | $736-11.2% | $1,820-64.1% | $1,882-65.3% |
| Participant deferral / active EE | $2,727 | $1,992+36.9% | $2,822-3.3% | $3,022-9.8% |
| Admin fee / account holder | $1,218 | $592+105.6% | $4,499-72.9% | $592+105.9% |