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 | $38,096 | $62,589-39.1% | $76,768-50.4% | $64,173-40.6% |
| Participation rate | 67.7% | 72.8%-5.1pp | 77.0%-9.2pp | 69.6%-1.8pp |
| Annual return | -7.38% | -1.95%-5.4pp | 2.43%-9.8pp | 7.63%-15.0pp |
| Employer contribution / active EE | $754 | $1,832-58.8% | $2,485-69.7% | $2,381-68.3% |
| Participant deferral / active EE | $3,029 | $3,145-3.7% | $3,852-21.4% | $3,470-12.7% |
| Admin fee / account holder | $984 | $4,667-78.9% | $6,675-85.3% | $4,887-79.9% |