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 | $114,715 | $57,352+100.0% | $83,831+36.8% | $64,173+78.8% |
| Participation rate | 57.1% | 68.6%-11.5pp | 76.1%-19.0pp | 69.6%-12.4pp |
| Annual return | -8.72% | 11.38%-20.1pp | 850.99%-859.7pp | 7.63%-16.4pp |
| Employer contribution / active EE | $887 | $2,546-65.1% | $3,631-75.6% | $2,381-62.7% |
| Participant deferral / active EE | $6,044 | $2,993+101.9% | $4,082+48.1% | $3,470+74.2% |
| Admin fee / account holder | $387 | $4,046-90.4% | $5,479-92.9% | $4,887-92.1% |