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 | $82,014 | $67,602+21.3% | $82,312-0.4% | $70,126+17.0% |
| Participation rate | 44.9% | 72.8%-27.8pp | 76.9%-32.0pp | 69.5%-24.6pp |
| Annual return | 15.59% | 21.57%-6.0pp | 25.88%-10.3pp | 73.15%-57.6pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,621 | $2,987-12.3% | $3,706-29.3% | $3,332-21.3% |
| Admin fee / account holder | $3,341 | $4,512-25.9% | $5,608-40.4% | $4,645-28.1% |