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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,316 | $75,832-58.7% | $147,617-78.8% | $59,633-47.5% |
| Participation rate | 53.6% | 71.6%-18.0pp | 84.6%-31.0pp | 68.7%-15.1pp |
| Annual return | -1.60% | 0.37%-2.0pp | 61.98%-63.6pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $1,269 | $3,485-63.6% | $5,564-77.2% | $2,203-42.4% |
| Participant deferral / active EE | $1,652 | $3,131-47.2% | $4,895-66.2% | $3,192-48.2% |
| Admin fee / account holder | $5,156 | $5,986-13.9% | $11,612-55.6% | $4,297+20.0% |