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 | $162,075 | $162,812-0.5% | $133,971+21.0% | $158,966+2.0% |
| Participation rate | 58.3% | 83.2%-24.9pp | 79.8%-21.5pp | 82.0%-23.6pp |
| Annual return | 11.55% | 41.94%-30.4pp | 45.09%-33.5pp | 302.95%-291.4pp |
| Employer contribution / active EE | $2,142 | $4,976-57.0% | $3,919-45.3% | $4,762-55.0% |
| Participant deferral / active EE | $4,134 | $5,910-30.1% | $5,047-18.1% | $5,983-30.9% |
| Admin fee / account holder | $4,684 | $11,741-60.1% | $8,929-47.5% | $11,250-58.4% |