Filed April 22, 2016
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $84,254 | $80,674+4.4% | $119,126-29.3% | $64,340+31.0% |
| Participation rate | 15.6% | 55.2%-39.6pp | 75.8%-60.1pp | 55.2%-39.6pp |
| Annual return | 19.13% | 26.86%-7.7pp | 282.11%-263.0pp | 24.14%-5.0pp |
| Employer contribution / active EE | $823 | $2,564-67.9% | $4,034-79.6% | $1,862-55.8% |
| Participant deferral / active EE | $1,401 | $3,053-54.1% | $5,318-73.7% | $2,980-53.0% |
| Admin fee / account holder | $1,243 | $4,559-72.7% | $10,693-88.4% | $3,703-66.4% |