Filed December 8, 2016
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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 | $129,102 | $80,763+59.9% | $102,412+26.1% | $74,459+73.4% |
| Participation rate | 53.0% | 65.7%-12.7pp | 74.5%-21.5pp | 67.2%-14.2pp |
| Annual return | 14.47% | 27.57%-13.1pp | 24.94%-10.5pp | 1369.70%-1355.2pp |
| Employer contribution / active EE | $2,425 | $3,160-23.2% | $3,870-37.3% | $2,626-7.6% |
| Participant deferral / active EE | $6,313 | $3,862+63.5% | $5,060+24.8% | $4,350+45.1% |
| Admin fee / account holder | $5,141 | $2,371+116.8% | $8,388-38.7% | $1,945+164.4% |