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 | $165,445 | $64,706+155.7% | $112,244+47.4% | $68,498+141.5% |
| Participation rate | 62.1% | 67.1%-5.1pp | 75.1%-13.0pp | 67.9%-5.8pp |
| Annual return | -17.04% | -11.40%-5.6pp | 27.46%-44.5pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,164 | $2,746-57.6% | $3,635-68.0% | $2,596-55.2% |
| Participant deferral / active EE | $8,546 | $3,565+139.7% | $4,728+80.7% | $4,027+112.2% |
| Admin fee / account holder | $24,299 | $5,231+364.5% | $6,411+279.0% | $5,403+349.7% |