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 | $67,829 | $60,349+12.4% | $74,184-8.6% | $62,881+7.9% |
| Participation rate | 47.7% | 72.7%-25.0pp | 76.6%-28.9pp | 69.3%-21.6pp |
| Annual return | 11.48% | 21.38%-9.9pp | 17.74%-6.3pp | 20.14%-8.7pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,698 | $2,856-5.5% | $3,550-24.0% | $3,203-15.8% |
| Admin fee / account holder | $1,590 | $4,261-62.7% | $5,586-71.5% | $4,296-63.0% |