Filed March 30, 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 | $15,162 | $49,280-69.2% | $67,313-77.5% | $64,173-76.4% |
| Participation rate | 61.5% | 60.8%+0.8pp | 69.1%-7.5pp | 69.6%-8.0pp |
| Annual return | -9.50% | -1.39%-8.1pp | -4.08%-5.4pp | 7.63%-17.1pp |
| Employer contribution / active EE | $412 | $1,668-75.3% | $2,566-83.9% | $2,381-82.7% |
| Participant deferral / active EE | $3,344 | $2,484+34.6% | $3,568-6.3% | $3,470-3.6% |
| Admin fee / account holder | $2,095 | $3,863-45.8% | $4,507-53.5% | $4,887-57.1% |