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 | $68,767 | $167,522-59.0% | $151,639-54.7% | $134,532-48.9% |
| Participation rate | 69.6% | 88.4%-18.8pp | 87.5%-17.9pp | 81.2%-11.7pp |
| Annual return | -12.76% | 7.81%-20.6pp | 3.34%-16.1pp | 418.27%-431.0pp |
| Employer contribution / active EE | $2,431 | $6,828-64.4% | $6,165-60.6% | $4,741-48.7% |
| Participant deferral / active EE | $4,164 | $8,986-53.7% | $8,363-50.2% | $6,401-34.9% |
| Admin fee / account holder | $6,083 | $13,780-55.9% | $11,613-47.6% | $11,429-46.8% |