Filed September 9, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,516 | $55,437+0.1% | $155,534-64.3% | $74,459-25.4% |
| Participation rate | 30.1% | 61.9%-31.8pp | 78.2%-48.1pp | 67.2%-37.1pp |
| Annual return | 9.93% | 269.58%-259.7pp | 64.92%-55.0pp | 1369.70%-1359.8pp |
| Employer contribution / active EE | $533 | $2,266-76.5% | $4,675-88.6% | $2,626-79.7% |
| Participant deferral / active EE | $1,666 | $2,837-41.3% | $5,630-70.4% | $4,350-61.7% |
| Admin fee / account holder | $1,224 | $1,742-29.8% | $15,900-92.3% | $1,945-37.1% |