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 | $179,792 | $72,273+148.8% | $101,275+77.5% | $79,856+125.1% |
| Participation rate | 58.6% | 68.5%-9.8pp | 75.8%-17.2pp | 69.6%-11.0pp |
| Annual return | 16.89% | 22.30%-5.4pp | 46.48%-29.6pp | 31.71%-14.8pp |
| Employer contribution / active EE | $808 | $2,691-70.0% | $3,660-77.9% | $2,471-67.3% |
| Participant deferral / active EE | $5,779 | $3,282+76.1% | $4,371+32.2% | $3,741+54.5% |
| Admin fee / account holder | $4,706 | $4,401+6.9% | $5,948-20.9% | $5,306-11.3% |