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 | $201,055 | $78,682+155.5% | $109,188+84.1% | $85,851+134.2% |
| Participation rate | 53.3% | 68.3%-14.9pp | 75.9%-22.5pp | 69.3%-16.0pp |
| Annual return | 14.62% | 25.09%-10.5pp | 25.76%-11.1pp | 318.63%-304.0pp |
| Employer contribution / active EE | $978 | $2,734-64.2% | $3,723-73.7% | $2,565-61.9% |
| Participant deferral / active EE | $7,099 | $3,468+104.7% | $4,654+52.5% | $3,952+79.6% |
| Admin fee / account holder | $8,165 | $5,470+49.3% | $6,755+20.9% | $6,261+30.4% |