Filed October 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 | $138,299 | $117,895+17.3% | $102,460+35.0% | $145,897-5.2% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 12.30% | 31.92%-19.6pp | 29.47%-17.2pp | 552.29%-540.0pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,184 | $5,736-44.5% | $5,056-37.0% | $6,689-52.4% |
| Admin fee / account holder | $90,152 | $13,353+575.2% | $9,460+853.0% | $13,390+573.3% |