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 | $31,446 | $73,848-57.4% | $143,799-78.1% | $68,486-54.1% |
| Participation rate | 33.3% | 66.7%-33.3pp | 80.3%-47.0pp | 67.9%-34.6pp |
| Annual return | -14.85% | 0.91%-15.8pp | -0.04%-14.8pp | -7.85%-7.0pp |
| Employer contribution / active EE | $1,002 | $3,184-68.5% | $4,952-79.8% | $2,597-61.4% |
| Participant deferral / active EE | $1,364 | $3,385-59.7% | $5,638-75.8% | $4,028-66.1% |
| Admin fee / account holder | $26,452 | $5,755+359.6% | $14,677+80.2% | $5,404+389.5% |