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 | $207,047 | $91,537+126.2% | $130,045+59.2% | $75,173+175.4% |
| Participation rate | 41.9% | 71.5%-29.5pp | 78.5%-36.6pp | 67.2%-25.3pp |
| Annual return | 14.76% | -631.55%+646.3pp | -137.30%+152.1pp | 160.72%-146.0pp |
| Employer contribution / active EE | $1,437 | $2,845-49.5% | $4,321-66.8% | $2,671-46.2% |
| Participant deferral / active EE | $3,840 | $4,343-11.6% | $5,820-34.0% | $4,126-6.9% |
| Admin fee / account holder | $2,647 | $6,780-61.0% | $10,600-75.0% | $5,651-53.2% |