Filed December 6, 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 | $26,528 | $52,279-49.3% | $89,400-70.3% | $79,858-66.8% |
| Participation rate | 41.0% | 57.5%-16.5pp | 68.0%-27.0pp | 69.6%-28.6pp |
| Annual return | 25.49% | 22.16%+3.3pp | 245.64%-220.1pp | 31.72%-6.2pp |
| Employer contribution / active EE | $2,483 | $1,572+58.0% | $2,586-4.0% | $2,471+0.5% |
| Participant deferral / active EE | $5,913 | $2,740+115.8% | $3,890+52.0% | $3,740+58.1% |
| Admin fee / account holder | $2,827 | $3,356-15.8% | $4,882-42.1% | $5,306-46.7% |