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 | $34,235 | $46,689-26.7% | $117,498-70.9% | $68,495-50.0% |
| Participation rate | 48.9% | 56.8%-7.9pp | 70.6%-21.7pp | 67.9%-19.0pp |
| Annual return | -14.86% | -14.52%-0.3pp | 29.75%-44.6pp | -7.84%-7.0pp |
| Employer contribution / active EE | $561 | $1,505-62.7% | $4,178-86.6% | $2,596-78.4% |
| Participant deferral / active EE | $1,989 | $2,637-24.6% | $4,071-51.1% | $4,028-50.6% |
| Admin fee / account holder | $6,203 | $4,021+54.3% | $5,646+9.9% | $5,403+14.8% |