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 | $49,612 | $73,988-32.9% | $96,538-48.6% | $75,177-34.0% |
| Participation rate | 60.7% | 66.4%-5.7pp | 74.3%-13.6pp | 67.2%-6.5pp |
| Annual return | 17.91% | 26.73%-8.8pp | 35.74%-17.8pp | 160.75%-142.8pp |
| Employer contribution / active EE | $2,141 | $2,930-26.9% | $3,740-42.7% | $2,671-19.8% |
| Participant deferral / active EE | $4,067 | $3,660+11.1% | $4,880-16.7% | $4,126-1.4% |
| Admin fee / account holder | $4,895 | $5,220-6.2% | $6,737-27.3% | $5,651-13.4% |