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 | $167,272 | $81,870+104.3% | $119,622+39.8% | $68,486+144.2% |
| Participation rate | 48.3% | 71.9%-23.6pp | 79.3%-31.0pp | 67.9%-19.6pp |
| Annual return | -16.09% | -23.82%+7.7pp | -14.98%-1.1pp | -7.85%-8.2pp |
| Employer contribution / active EE | $1,400 | $2,692-48.0% | $4,232-66.9% | $2,597-46.1% |
| Participant deferral / active EE | $3,875 | $4,148-6.6% | $5,601-30.8% | $4,028-3.8% |
| Admin fee / account holder | $2,655 | $6,583-59.7% | $10,328-74.3% | $5,404-50.9% |