Filed July 19, 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 | $27,352 | $89,364-69.4% | $141,177-80.6% | $72,983-62.5% |
| Participation rate | 37.0% | 75.1%-38.1pp | 82.5%-45.4pp | 69.5%-32.4pp |
| Annual return | 19499.13% | 111.86%+19387.3pp | 71.40%+19427.7pp | 81.01%+19418.1pp |
| Employer contribution / active EE | $641 | $3,115-79.4% | $4,736-86.5% | $2,440-73.7% |
| Participant deferral / active EE | $2,193 | $5,419-59.5% | $6,710-67.3% | $3,608-39.2% |
| Admin fee / account holder | $15,733 | $5,959+164.0% | $10,263+53.3% | $5,124+207.0% |