Filed August 2, 2016
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $110,809 | $100,041+10.8% | $149,718-26.0% | $70,131+58.0% |
| Participation rate | 68.6% | 83.6%-15.0pp | 87.1%-18.4pp | 69.5%-0.9pp |
| Annual return | 15.18% | 27.43%-12.2pp | 1501.67%-1486.5pp | 73.14%-58.0pp |
| Employer contribution / active EE | $1,957 | $3,662-46.6% | $5,445-64.1% | $2,342-16.5% |
| Participant deferral / active EE | $1,582 | $4,983-68.2% | $6,569-75.9% | $3,332-52.5% |
| Admin fee / account holder | $3,201 | $8,286-61.4% | $11,283-71.6% | $4,645-31.1% |