Filed July 19, 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 | $33,951 | $98,766-65.6% | $149,730-77.3% | $79,852-57.5% |
| Participation rate | 56.3% | 75.8%-19.5pp | 82.5%-26.2pp | 69.6%-13.4pp |
| Annual return | 17.34% | 27.43%-10.1pp | 276.70%-259.4pp | 31.72%-14.4pp |
| Employer contribution / active EE | $1,016 | $3,217-68.4% | $4,645-78.1% | $2,471-58.9% |
| Participant deferral / active EE | $4,556 | $5,681-19.8% | $6,843-33.4% | $3,740+21.8% |
| Admin fee / account holder | $2,567 | $6,052-57.6% | $9,310-72.4% | $5,306-51.6% |