Filed August 9, 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 | $243,371 | $101,795+139.1% | $165,100+47.4% | $80,959+200.6% |
| Participation rate | 40.6% | 71.8%-31.2pp | 78.6%-38.0pp | 67.7%-27.0pp |
| Annual return | 11.30% | 16.73%-5.4pp | 70.21%-58.9pp | 35.67%-24.4pp |
| Employer contribution / active EE | $1,610 | $2,954-45.5% | $4,348-63.0% | $2,757-41.6% |
| Participant deferral / active EE | $2,763 | $4,476-38.3% | $6,035-54.2% | $4,300-35.8% |
| Admin fee / account holder | $6,634 | $8,221-19.3% | $12,696-47.7% | $6,925-4.2% |