Filed April 14, 2016
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,844 | $100,073-58.2% | $85,126-50.8% | $145,877-71.3% |
| Participation rate | 10.0% | 74.1%-64.1pp | 67.5%-57.5pp | 80.3%-70.3pp |
| Annual return | 13.55% | 84.11%-70.6pp | 66.63%-53.1pp | 551.28%-537.7pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,199 | $5,294-77.3% | $4,523-73.5% | $6,691-82.1% |
| Admin fee / account holder | $308 | $7,261-95.8% | $6,160-95.0% | $13,402-97.7% |