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 | $49,967 | $124,330-59.8% | $109,173-54.2% | $167,536-70.2% |
| Participation rate | 66.7% | 79.5%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 15.71% | 26.04%-10.3pp | 25.75%-10.0pp | 478.82%-463.1pp |
| Employer contribution / active EE | $1,578 | $4,209-62.5% | $3,723-57.6% | $4,839-67.4% |
| Participant deferral / active EE | $4,085 | $5,256-22.3% | $4,654-12.2% | $6,342-35.6% |
| Admin fee / account holder | $1,574 | $7,974-80.3% | $6,755-76.7% | $12,315-87.2% |