Filed October 5, 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 | $70,465 | $98,982-28.8% | $162,185-56.6% | $65,186+8.1% |
| Participation rate | 63.3% | 85.8%-22.5pp | 87.6%-24.3pp | 70.2%-6.9pp |
| Annual return | 22.72% | 24.84%-2.1pp | 115.61%-92.9pp | 29.39%-6.7pp |
| Employer contribution / active EE | $1,920 | $3,467-44.6% | $5,613-65.8% | $2,177-11.8% |
| Participant deferral / active EE | $2,475 | $5,384-54.0% | $7,297-66.1% | $3,514-29.6% |
| Admin fee / account holder | $4,249 | $596+612.5% | $10,844-60.8% | $847+401.5% |