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 | $33,455 | $106,008-68.4% | $92,240-63.7% | $147,586-77.3% |
| Participation rate | 61.1% | 80.4%-19.3pp | 76.5%-15.4pp | 82.8%-21.7pp |
| Annual return | 23.92% | 50.05%-26.1pp | 176.29%-152.4pp | 578.59%-554.7pp |
| Employer contribution / active EE | $1,335 | $4,333-69.2% | $3,680-63.7% | $4,876-72.6% |
| Participant deferral / active EE | $4,086 | $4,478-8.8% | $3,897+4.8% | $5,439-24.9% |
| Admin fee / account holder | $10,733 | $6,333+69.5% | $5,194+106.6% | $10,886-1.4% |