Filed June 7, 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 | $66,154 | $171,867-61.5% | $149,721-55.8% | $147,586-55.2% |
| Participation rate | 57.9% | 88.2%-30.3pp | 87.1%-29.2pp | 82.8%-24.9pp |
| Annual return | 9.98% | 2113.36%-2103.4pp | 1501.67%-1491.7pp | 578.59%-568.6pp |
| Employer contribution / active EE | $1,970 | $6,275-68.6% | $5,444-63.8% | $4,876-59.6% |
| Participant deferral / active EE | $3,200 | $7,270-56.0% | $6,568-51.3% | $5,439-41.2% |
| Admin fee / account holder | $6,582 | $13,799-52.3% | $11,282-41.7% | $10,886-39.5% |