Filed June 23, 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 | $74,586 | $69,977+6.6% | $108,582-31.3% | $62,881+18.6% |
| Participation rate | 67.9% | 72.9%-4.9pp | 79.6%-11.6pp | 69.3%-1.4pp |
| Annual return | 6.46% | 10.73%-4.3pp | -51.70%+58.2pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,696 | $2,135-20.6% | $3,758-54.9% | $2,281-25.6% |
| Participant deferral / active EE | $4,549 | $3,165+43.7% | $4,311+5.5% | $3,203+42.0% |
| Admin fee / account holder | $3,286 | $5,076-35.3% | $7,645-57.0% | $4,296-23.5% |