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 | $128,093 | $63,346+102.2% | $92,240+38.9% | $70,126+82.7% |
| Participation rate | 57.7% | 68.7%-11.0pp | 76.5%-18.8pp | 69.5%-11.8pp |
| Annual return | 17.86% | 530.19%-512.3pp | 176.29%-158.4pp | 73.15%-55.3pp |
| Employer contribution / active EE | $986 | $2,471-60.1% | $3,680-73.2% | $2,343-57.9% |
| Participant deferral / active EE | $6,668 | $2,854+133.6% | $3,897+71.1% | $3,332+100.1% |
| Admin fee / account holder | $487 | $3,841-87.3% | $5,194-90.6% | $4,645-89.5% |