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 | $81,276+18.3% | $155,574-38.2% | $80,925+18.9% |
| Participation rate | 67.7% | 66.2%+1.4pp | 78.2%-10.5pp | 67.7%0pp |
| Annual return | 15.52% | 33.36%-17.8pp | 64.87%-49.3pp | 35.65%-20.1pp |
| Employer contribution / active EE | $1,901 | $3,103-38.8% | $4,676-59.4% | $2,756-31.0% |
| Participant deferral / active EE | $3,593 | $3,453+4.1% | $5,629-36.2% | $4,299-16.4% |
| Admin fee / account holder | $28,002 | $7,993+250.3% | $15,914+76.0% | $6,940+303.5% |