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 | $96,180 | $81,358+18.2% | $155,556-38.2% | $80,959+18.8% |
| Participation rate | 67.7% | 66.3%+1.4pp | 78.2%-10.5pp | 67.7%0pp |
| Annual return | 15.52% | 33.39%-17.9pp | 64.84%-49.3pp | 35.67%-20.1pp |
| Employer contribution / active EE | $1,901 | $3,106-38.8% | $4,675-59.4% | $2,757-31.1% |
| Participant deferral / active EE | $3,593 | $3,455+4.0% | $5,631-36.2% | $4,300-16.5% |
| Admin fee / account holder | $28,002 | $7,994+250.3% | $15,885+76.3% | $6,925+304.3% |