Filed February 13, 2018
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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 | $83,351 | $78,636+6.0% | $105,607-21.1% | $74,459+11.9% |
| Participation rate | 34.2% | 72.8%-38.6pp | 75.3%-41.1pp | 67.2%-33.0pp |
| Annual return | 14.81% | 15.96%-1.1pp | 116.11%-101.3pp | 1369.70%-1354.9pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,167-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,621 | $4,322-39.4% | $5,011-47.7% | $4,350-39.7% |
| Admin fee / account holder | $1,264 | $2,220-43.1% | $10,958-88.5% | $1,945-35.0% |