Filed October 27, 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 | $119,456 | $102,393+16.7% | $147,041-18.8% | $80,911+47.6% |
| Participation rate | 50.5% | 75.9%-25.3pp | 82.2%-31.6pp | 67.6%-17.1pp |
| Annual return | 13.53% | 134.95%-121.4pp | 419.21%-405.7pp | 35.63%-22.1pp |
| Employer contribution / active EE | $1,369 | $3,715-63.2% | $4,935-72.3% | $2,756-50.3% |
| Participant deferral / active EE | $5,113 | $6,647-23.1% | $8,071-36.6% | $4,297+19.0% |
| Admin fee / account holder | $7,987 | $7,943+0.6% | $13,006-38.6% | $6,935+15.2% |