Filed October 4, 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 | $39,961 | $88,815-55.0% | $81,882-51.2% | $145,897-72.6% |
| Participation rate | 65.2% | 75.1%-9.9pp | 72.4%-7.2pp | 80.3%-15.1pp |
| Annual return | 27.81% | 1033.75%-1005.9pp | 779.47%-751.7pp | 552.29%-524.5pp |
| Employer contribution / active EE | $796 | $3,086-74.2% | $2,916-72.7% | $4,663-82.9% |
| Participant deferral / active EE | $2,216 | $4,647-52.3% | $4,323-48.7% | $6,689-66.9% |
| Admin fee / account holder | $4,749 | $8,434-43.7% | $7,360-35.5% | $13,390-64.5% |