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 | $43,773 | $138,078-68.3% | $125,363-65.1% | $134,509-67.5% |
| Participation rate | 61.1% | 84.5%-23.4pp | 82.4%-21.3pp | 81.2%-20.1pp |
| Annual return | -17.89% | 750.49%-768.4pp | 572.15%-590.0pp | 418.13%-436.0pp |
| Employer contribution / active EE | $1,944 | $5,245-62.9% | $4,815-59.6% | $4,741-59.0% |
| Participant deferral / active EE | $6,761 | $7,800-13.3% | $7,447-9.2% | $6,400+5.6% |
| Admin fee / account holder | $2,480 | $11,566-78.6% | $10,005-75.2% | $11,427-78.3% |