Filed May 18, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $316,951 | $56,894+457.1% | $84,753+274.0% | $62,881+404.0% |
| Participation rate | 66.7% | 68.5%-1.9pp | 76.6%-9.9pp | 69.3%-2.6pp |
| Annual return | 2.02% | 6.30%-4.3pp | 22.78%-20.8pp | 20.14%-18.1pp |
| Employer contribution / active EE | $6,964 | $2,400+190.2% | $3,574+94.8% | $2,281+205.3% |
| Participant deferral / active EE | $6,092 | $2,709+124.9% | $3,712+64.1% | $3,203+90.2% |
| Admin fee / account holder | $13,203 | $3,581+268.7% | $5,333+147.6% | $4,296+207.3% |