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 | $85,515 | $53,583+59.6% | $114,563-25.4% | $64,340+32.9% |
| Participation rate | 34.4% | 47.4%-13.0pp | 72.9%-38.5pp | 55.2%-20.9pp |
| Annual return | 16.24% | 24.51%-8.3pp | 241.09%-224.9pp | 24.14%-7.9pp |
| Employer contribution / active EE | $0 | $1,087-100.0% | $2,592-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,792 | $2,134-16.0% | $4,142-56.7% | $2,980-39.9% |
| Admin fee / account holder | $12,441 | $3,206+288.1% | $7,623+63.2% | $3,703+236.0% |