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 | $83,115 | $57,350+44.9% | $83,850-0.9% | $64,181+29.5% |
| Participation rate | 16.1% | 68.6%-52.5pp | 76.1%-60.0pp | 69.6%-53.4pp |
| Annual return | -7.53% | 11.38%-18.9pp | 850.92%-858.5pp | 7.63%-15.2pp |
| Employer contribution / active EE | $928 | $2,545-63.5% | $3,631-74.4% | $2,381-61.0% |
| Participant deferral / active EE | $1,897 | $2,993-36.6% | $4,082-53.5% | $3,470-45.3% |
| Admin fee / account holder | $2,607 | $4,046-35.6% | $5,478-52.4% | $4,887-46.7% |