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 | $42,869 | $115,814-63.0% | $101,275-57.7% | $158,982-73.0% |
| Participation rate | 54.2% | 79.4%-25.2pp | 75.8%-21.6pp | 82.0%-27.8pp |
| Annual return | 18.13% | 56.16%-38.0pp | 46.48%-28.3pp | 302.99%-284.9pp |
| Employer contribution / active EE | $1,531 | $4,176-63.3% | $3,660-58.2% | $4,763-67.9% |
| Participant deferral / active EE | $3,784 | $4,958-23.7% | $4,371-13.4% | $5,983-36.8% |
| Admin fee / account holder | $7,999 | $7,249+10.3% | $5,948+34.5% | $11,252-28.9% |