Filed December 27, 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 | $23,944 | $81,358-70.6% | $155,556-84.6% | $80,959-70.4% |
| Participation rate | 59.4% | 66.3%-6.9pp | 78.2%-18.8pp | 67.7%-8.3pp |
| Annual return | 9.24% | 33.39%-24.1pp | 64.84%-55.6pp | 35.67%-26.4pp |
| Employer contribution / active EE | $1,167 | $3,106-62.4% | $4,675-75.0% | $2,757-57.7% |
| Participant deferral / active EE | $1,280 | $3,455-63.0% | $5,631-77.3% | $4,300-70.2% |
| Admin fee / account holder | $952 | $7,994-88.1% | $15,885-94.0% | $6,925-86.3% |