Filed June 28, 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 | $18,808 | $27,632-31.9% | $61,399-69.4% | $68,495-72.5% |
| Participation rate | 52.2% | 39.5%+12.7pp | 52.6%-0.4pp | 67.9%-15.7pp |
| Annual return | -17.32% | -13.24%-4.1pp | 338.81%-356.1pp | -7.84%-9.5pp |
| Employer contribution / active EE | $353 | $696-49.3% | $1,159-69.6% | $2,596-86.4% |
| Participant deferral / active EE | $1,783 | $1,264+41.1% | $2,124-16.1% | $4,028-55.7% |
| Admin fee / account holder | $2,084 | $2,010+3.7% | $2,131-2.2% | $5,403-61.4% |