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 | $174,565 | $95,415+83.0% | $185,851-6.1% | $85,851+103.3% |
| Participation rate | 65.2% | 68.8%-3.6pp | 81.7%-16.6pp | 69.3%-4.2pp |
| Annual return | 21.50% | 23.59%-2.1pp | 122.11%-100.6pp | 318.63%-297.1pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $18,310 | $3,424+434.8% | $5,569+228.8% | $3,952+363.3% |
| Admin fee / account holder | $6,617 | $7,215-8.3% | $16,245-59.3% | $6,261+5.7% |