Filed January 12, 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 | $49,459 | $213,785-76.9% | $185,441-73.3% | $155,188-68.1% |
| Participation rate | 66.7% | 83.2%-16.6pp | 80.3%-13.6pp | 80.8%-14.1pp |
| Annual return | 19.99% | 19.97%0pp | 20.16%-0.2pp | 148.84%-128.8pp |
| Employer contribution / active EE | $2,384 | $5,393-55.8% | $4,672-49.0% | $4,248-43.9% |
| Participant deferral / active EE | $3,930 | $6,864-42.7% | $6,152-36.1% | $6,531-39.8% |
| Admin fee / account holder | $620 | $21,134-97.1% | $17,890-96.5% | $14,480-95.7% |