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 | $47,688 | $61,338-22.3% | $149,717-68.1% | $71,495-33.3% |
| Participation rate | 32.4% | 62.5%-30.1pp | 78.8%-46.3pp | 67.9%-35.5pp |
| Annual return | 9.96% | 35.86%-25.9pp | 134.41%-124.4pp | 28.85%-18.9pp |
| Employer contribution / active EE | $550 | $2,381-76.9% | $4,820-88.6% | $2,589-78.7% |
| Participant deferral / active EE | $1,564 | $2,919-46.4% | $5,682-72.5% | $4,291-63.6% |
| Admin fee / account holder | $745 | $1,263-41.0% | $13,213-94.4% | $1,588-53.1% |