Filed August 5, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,276 | $81,504+37.8% | $102,437+9.6% | $80,959+38.7% |
| Participation rate | 60.5% | 66.9%-6.4pp | 74.5%-14.0pp | 67.7%-7.2pp |
| Annual return | 10.41% | 25.60%-15.2pp | 24.95%-14.5pp | 35.67%-25.3pp |
| Employer contribution / active EE | $2,818 | $3,104-9.2% | $3,871-27.2% | $2,757+2.2% |
| Participant deferral / active EE | $9,952 | $3,871+157.1% | $5,060+96.7% | $4,300+131.4% |
| Admin fee / account holder | $38,574 | $6,719+474.1% | $8,388+359.9% | $6,925+457.0% |