Filed August 2, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,830 | $143,969-23.0% | $199,883-44.6% | $82,637+34.1% |
| Participation rate | 50.0% | 84.1%-34.1pp | 86.8%-36.8pp | 68.1%-18.1pp |
| Annual return | -4.62% | 25.67%-30.3pp | 43.81%-48.4pp | 53.51%-58.1pp |
| Employer contribution / active EE | $4,212 | $4,632-9.1% | $6,261-32.7% | $2,552+65.0% |
| Participant deferral / active EE | $0 | $6,937-100.0% | $9,138-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,048 | $14,597-79.1% | $17,268-82.3% | $7,339-58.5% |