Filed September 12, 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 | $108,497 | $59,006+83.9% | $97,260+11.6% | $74,459+45.7% |
| Participation rate | 23.4% | 63.7%-40.3pp | 72.7%-49.3pp | 67.2%-43.8pp |
| Annual return | 12.08% | 16.04%-4.0pp | 75.54%-63.5pp | 1369.70%-1357.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,721-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,359 | $3,671-63.0% | $4,262-68.1% | $4,350-68.8% |
| Admin fee / account holder | $7,184 | $1,974+263.9% | $5,640+27.4% | $1,945+269.4% |