Filed September 26, 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 | $18,873 | $43,730-56.8% | $121,220-84.4% | $64,173-70.6% |
| Participation rate | 57.4% | 58.3%-1.0pp | 71.8%-14.4pp | 69.6%-12.2pp |
| Annual return | -4.38% | 68.94%-73.3pp | 16.94%-21.3pp | 7.63%-12.0pp |
| Employer contribution / active EE | $320 | $1,297-75.3% | $4,023-92.0% | $2,381-86.6% |
| Participant deferral / active EE | $1,569 | $2,281-31.2% | $3,345-53.1% | $3,470-54.8% |
| Admin fee / account holder | $6,861 | $3,502+95.9% | $5,021+36.7% | $4,887+40.4% |