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 | $164,495 | $73,848+122.7% | $143,799+14.4% | $68,486+140.2% |
| Participation rate | 69.6% | 66.7%+3.0pp | 80.3%-10.7pp | 67.9%+1.7pp |
| Annual return | -15.14% | 0.91%-16.0pp | -0.04%-15.1pp | -7.85%-7.3pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,655 | $3,385+8.0% | $5,638-35.2% | $4,028-9.3% |
| Admin fee / account holder | $4,436 | $5,755-22.9% | $14,677-69.8% | $5,404-17.9% |