Filed March 29, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,251 | $71,230+78.6% | $93,727+35.8% | $80,959+57.2% |
| Participation rate | 69.0% | 60.4%+8.7pp | 68.7%+0.3pp | 67.7%+1.4pp |
| Annual return | 9.47% | 11.26%-1.8pp | 133.83%-124.4pp | 35.67%-26.2pp |
| Employer contribution / active EE | $1,252 | $1,565-20.0% | $2,421-48.3% | $2,757-54.6% |
| Participant deferral / active EE | $4,061 | $4,037+0.6% | $4,417-8.1% | $4,300-5.6% |
| Admin fee / account holder | $30,925 | $6,961+344.3% | $8,292+273.0% | $6,925+346.5% |