Filed February 14, 2017
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,802 | $49,177-51.6% | $79,467-70.0% | $64,173-62.9% |
| Participation rate | 28.0% | 65.0%-37.1pp | 73.3%-45.4pp | 69.6%-41.6pp |
| Annual return | -4.45% | -1.16%-3.3pp | 718.30%-722.8pp | 7.63%-12.1pp |
| Employer contribution / active EE | $330 | $2,076-84.1% | $2,800-88.2% | $2,381-86.2% |
| Participant deferral / active EE | $762 | $2,821-73.0% | $3,704-79.4% | $3,470-78.0% |
| Admin fee / account holder | $9,696 | $3,839+152.6% | $5,104+90.0% | $4,887+98.4% |