Filed November 18, 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 | $108,998 | $93,598+16.5% | $135,974-19.8% | $75,173+45.0% |
| Participation rate | 67.9% | 75.2%-7.3pp | 81.9%-14.1pp | 67.2%+0.7pp |
| Annual return | 50.17% | 30.89%+19.3pp | 68.30%-18.1pp | 160.72%-110.5pp |
| Employer contribution / active EE | $4,094 | $3,538+15.7% | $4,859-15.7% | $2,671+53.3% |
| Participant deferral / active EE | $7,072 | $6,405+10.4% | $7,760-8.9% | $4,126+71.4% |
| Admin fee / account holder | $9,177 | $6,978+31.5% | $10,767-14.8% | $5,651+62.4% |