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 | $199,109-75.2% | $173,730-71.5% | $154,746-68.0% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.6%-12.9pp | 80.7%-14.0pp |
| Annual return | 19.99% | 20.02%0pp | 19.96%0pp | 172.34%-152.3pp |
| Employer contribution / active EE | $2,384 | $5,311-55.1% | $4,577-47.9% | $4,379-45.6% |
| Participant deferral / active EE | $3,930 | $7,113-44.7% | $6,326-37.9% | $6,730-41.6% |
| Admin fee / account holder | $620 | $20,916-97.0% | $17,523-96.5% | $14,365-95.7% |