Filed October 30, 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 | $21,322 | $84,236-74.7% | $170,435-87.5% | $70,126-69.6% |
| Participation rate | 69.9% | 70.8%-0.9pp | 83.6%-13.7pp | 69.5%+0.4pp |
| Annual return | 16.03% | 23.06%-7.0pp | 205.94%-189.9pp | 73.15%-57.1pp |
| Employer contribution / active EE | $907 | $3,387-73.2% | $5,432-83.3% | $2,343-61.3% |
| Participant deferral / active EE | $1,203 | $3,086-61.0% | $4,939-75.7% | $3,332-63.9% |
| Admin fee / account holder | $554 | $5,698-90.3% | $13,881-96.0% | $4,645-88.1% |