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 | $78,483+6.2% | $106,201-21.5% | $74,546+11.8% |
| Participation rate | 34.2% | 72.8%-38.6pp | 75.3%-41.1pp | 67.2%-33.0pp |
| Annual return | 14.81% | 15.94%-1.1pp | 116.26%-101.5pp | 1366.03%-1351.2pp |
| Employer contribution / active EE | $0 | $2,522-100.0% | $3,170-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,621 | $4,320-39.3% | $5,012-47.7% | $4,347-39.7% |
| Admin fee / account holder | $1,264 | $2,236-43.5% | $11,039-88.6% | $1,944-35.0% |