Filed February 3, 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 | $94,437 | $77,920+21.2% | $149,723-36.9% | $75,177+25.6% |
| Participation rate | 60.9% | 65.6%-4.7pp | 78.8%-17.9pp | 67.2%-6.3pp |
| Annual return | 11.74% | 31.72%-20.0pp | 134.50%-122.8pp | 160.75%-149.0pp |
| Employer contribution / active EE | $1,872 | $3,138-40.3% | $4,821-61.2% | $2,671-29.9% |
| Participant deferral / active EE | $2,404 | $3,411-29.5% | $5,682-57.7% | $4,126-41.7% |
| Admin fee / account holder | $9,936 | $5,951+67.0% | $13,215-24.8% | $5,651+75.8% |