Filed November 16, 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 | $153,545 | $97,550+57.4% | $120,344+27.6% | $87,485+75.5% |
| Participation rate | 58.2% | 72.8%-14.6pp | 76.7%-18.5pp | 68.9%-10.7pp |
| Annual return | 17.77% | 18.41%-0.6pp | 20.30%-2.5pp | 26.06%-8.3pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,109 | $4,230+44.4% | $5,135+19.0% | $4,274+43.0% |
| Admin fee / account holder | $4,376 | $9,543-54.1% | $12,742-65.7% | $7,775-43.7% |