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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,900 | $87,546+7.3% | $75,784+23.9% | $125,389-25.1% |
| Participation rate | 56.5% | 80.2%-23.7pp | 75.8%-19.3pp | 83.2%-26.7pp |
| Annual return | -3.76% | 13.49%-17.2pp | 9.68%-13.4pp | 282.24%-286.0pp |
| Employer contribution / active EE | $756 | $3,930-80.8% | $3,323-77.2% | $4,866-84.5% |
| Participant deferral / active EE | $3,900 | $4,230-7.8% | $3,652+6.8% | $5,352-27.1% |
| Admin fee / account holder | $595 | $6,503-90.8% | $5,300-88.8% | $9,541-93.8% |