Filed December 5, 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 | $110,846 | $63,346+75.0% | $92,240+20.2% | $70,126+58.1% |
| Participation rate | 13.3% | 68.7%-55.3pp | 76.5%-63.1pp | 69.5%-56.2pp |
| Annual return | 14.80% | 530.19%-515.4pp | 176.29%-161.5pp | 73.15%-58.4pp |
| Employer contribution / active EE | $926 | $2,471-62.5% | $3,680-74.8% | $2,343-60.5% |
| Participant deferral / active EE | $1,850 | $2,854-35.2% | $3,897-52.5% | $3,332-44.5% |
| Admin fee / account holder | $15,752 | $3,841+310.1% | $5,194+203.3% | $4,645+239.1% |