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 | $42,437 | $75,962-44.1% | $154,108-72.5% | $64,173-33.9% |
| Participation rate | 41.9% | 70.4%-28.5pp | 83.0%-41.1pp | 69.6%-27.6pp |
| Annual return | -7.93% | 30.32%-38.2pp | 735.21%-743.1pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,491 | $3,350-55.5% | $5,298-71.9% | $2,381-37.4% |
| Participant deferral / active EE | $1,514 | $3,175-52.3% | $5,081-70.2% | $3,470-56.4% |
| Admin fee / account holder | $8,575 | $5,589+53.4% | $13,411-36.1% | $4,887+75.5% |