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 | $30,187 | $53,774-43.9% | $134,162-77.5% | $79,852-62.2% |
| Participation rate | 51.4% | 58.8%-7.4pp | 72.2%-20.8pp | 69.6%-18.3pp |
| Annual return | 11.21% | 19.01%-7.8pp | 36.35%-25.1pp | 31.72%-20.5pp |
| Employer contribution / active EE | $370 | $1,322-72.0% | $3,705-90.0% | $2,471-85.0% |
| Participant deferral / active EE | $1,315 | $2,420-45.7% | $3,500-62.4% | $3,740-64.8% |
| Admin fee / account holder | $370 | $3,985-90.7% | $6,685-94.5% | $5,306-93.0% |