Filed July 7, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,739 | $103,008-91.5% | $90,304-90.3% | $152,897-94.3% |
| Participation rate | 0.0% | 75.9%-75.9pp | 73.3%-73.3pp | 82.5%-82.5pp |
| Annual return | 15.29% | 95.22%-79.9pp | 78.13%-62.8pp | 345.43%-330.1pp |
| Employer contribution / active EE | $4,347 | $3,139+38.5% | $2,855+52.3% | $4,764-8.7% |
| Participant deferral / active EE | $4,347 | $4,281+1.5% | $3,885+11.9% | $5,851-25.7% |
| Admin fee / account holder | $24,054 | $6,175+289.6% | $5,354+349.3% | $11,599+107.4% |