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 | $63,240 | $67,411-6.2% | $91,004-30.5% | $70,124-9.8% |
| Participation rate | 24.5% | 71.4%-46.9pp | 75.6%-51.1pp | 69.5%-45.1pp |
| Annual return | 14.07% | -40.16%+54.2pp | 4.60%+9.5pp | 73.14%-59.1pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,603 | $2,823-43.2% | $3,548-54.8% | $3,332-51.9% |
| Admin fee / account holder | $5,912 | $4,236+39.6% | $5,417+9.1% | $4,645+27.3% |