Filed April 12, 2018
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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 | $41,933 | $67,602-38.0% | $82,312-49.1% | $70,126-40.2% |
| Participation rate | 53.2% | 72.8%-19.5pp | 76.9%-23.7pp | 69.5%-16.3pp |
| Annual return | 15.52% | 21.57%-6.0pp | 25.88%-10.4pp | 73.15%-57.6pp |
| Employer contribution / active EE | $877 | $1,755-50.0% | $2,428-63.9% | $2,343-62.5% |
| Participant deferral / active EE | $3,510 | $2,987+17.5% | $3,706-5.3% | $3,332+5.3% |
| Admin fee / account holder | $5,028 | $4,512+11.4% | $5,608-10.3% | $4,645+8.2% |