Filed December 1, 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 | $68,049 | $78,690-13.5% | $161,489-57.9% | $87,485-22.2% |
| Participation rate | 69.2% | 67.5%+1.8pp | 78.7%-9.5pp | 68.9%+0.3pp |
| Annual return | 15.00% | 32.74%-17.7pp | 89.72%-74.7pp | 26.06%-11.1pp |
| Employer contribution / active EE | $2,031 | $2,588-21.5% | $4,268-52.4% | $2,596-21.8% |
| Participant deferral / active EE | $3,267 | $3,311-1.3% | $5,630-42.0% | $4,274-23.6% |
| Admin fee / account holder | $26,533 | $6,724+294.6% | $16,006+65.8% | $7,775+241.3% |