Filed September 20, 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 | $20,877 | $84,236-75.2% | $170,435-87.8% | $70,126-70.2% |
| Participation rate | 64.2% | 70.8%-6.7pp | 83.6%-19.4pp | 69.5%-5.4pp |
| Annual return | 221.67% | 23.06%+198.6pp | 205.94%+15.7pp | 73.15%+148.5pp |
| Employer contribution / active EE | $1,400 | $3,387-58.7% | $5,432-74.2% | $2,343-40.3% |
| Participant deferral / active EE | $2,176 | $3,086-29.5% | $4,939-56.0% | $3,332-34.7% |
| Admin fee / account holder | $4,497 | $5,698-21.1% | $13,881-67.6% | $4,645-3.2% |