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 | $55,472+0.1% | $155,567-64.3% | $74,546-25.5% |
| Participation rate | 30.1% | 61.9%-31.8pp | 78.2%-48.1pp | 67.2%-37.1pp |
| Annual return | 9.93% | 268.72%-258.8pp | 64.74%-54.8pp | 1366.03%-1356.1pp |
| Employer contribution / active EE | $533 | $2,269-76.5% | $4,674-88.6% | $2,624-79.7% |
| Participant deferral / active EE | $1,666 | $2,838-41.3% | $5,628-70.4% | $4,347-61.7% |
| Admin fee / account holder | $1,224 | $1,743-29.8% | $15,916-92.3% | $1,944-37.0% |