Filed August 3, 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 | $107,996 | $76,407+41.3% | $150,298-28.1% | $82,448+31.0% |
| Participation rate | 69.5% | 66.4%+3.1pp | 77.8%-8.3pp | 68.1%+1.4pp |
| Annual return | 17.71% | 39.99%-22.3pp | 62.79%-45.1pp | 41.64%-23.9pp |
| Employer contribution / active EE | $2,229 | $2,614-14.7% | $4,154-46.3% | $2,551-12.6% |
| Participant deferral / active EE | $3,656 | $3,214+13.7% | $5,453-33.0% | $4,139-11.7% |
| Admin fee / account holder | $7,035 | $6,352+10.8% | $14,116-50.2% | $7,234-2.8% |