Filed March 13, 2016
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $126,854 | $91,198+39.1% | $178,503-28.9% | $79,856+58.9% |
| Participation rate | 63.3% | 69.2%-5.9pp | 81.9%-18.6pp | 69.6%-6.3pp |
| Annual return | 31.95% | 24.20%+7.8pp | 151.12%-119.2pp | 31.71%+0.2pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $13,989 | $3,237+332.2% | $5,202+168.9% | $3,741+274.0% |
| Admin fee / account holder | $4,330 | $6,748-35.8% | $13,987-69.0% | $5,306-18.4% |