Filed November 17, 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 | $61,069 | $81,504-25.1% | $102,437-40.4% | $80,959-24.6% |
| Participation rate | 63.0% | 66.9%-3.9pp | 74.5%-11.5pp | 67.7%-4.7pp |
| Annual return | 13.58% | 25.60%-12.0pp | 24.95%-11.4pp | 35.67%-22.1pp |
| Employer contribution / active EE | $2,025 | $3,104-34.8% | $3,871-47.7% | $2,757-26.6% |
| Participant deferral / active EE | $5,058 | $3,871+30.7% | $5,0600% | $4,300+17.6% |
| Admin fee / account holder | $914 | $6,719-86.4% | $8,388-89.1% | $6,925-86.8% |