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 | $100,194+53.2% | $122,979+24.9% | $86,983+76.5% |
| Participation rate | 58.2% | 73.0%-14.7pp | 77.2%-18.9pp | 69.5%-11.3pp |
| Annual return | 17.77% | 16.47%+1.3pp | 20.12%-2.3pp | 25.83%-8.1pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,109 | $4,133+47.8% | $5,003+22.1% | $4,194+45.7% |
| Admin fee / account holder | $4,376 | $10,148-56.9% | $12,864-66.0% | $7,856-44.3% |