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 | $25,418 | $77,638-67.3% | $156,551-83.8% | $62,881-59.6% |
| Participation rate | 64.3% | 71.2%-6.9pp | 84.0%-19.7pp | 69.3%-5.0pp |
| Annual return | 13.87% | 50.33%-36.5pp | 32.23%-18.4pp | 20.14%-6.3pp |
| Employer contribution / active EE | $1,047 | $3,444-69.6% | $5,501-81.0% | $2,281-54.1% |
| Participant deferral / active EE | $2,106 | $3,046-30.8% | $4,871-56.8% | $3,203-34.2% |
| Admin fee / account holder | $378 | $5,561-93.2% | $13,028-97.1% | $4,296-91.2% |