Filed October 28, 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 | $64,355 | $125,797-48.8% | $170,028-62.2% | $75,181-14.4% |
| Participation rate | 62.9% | 83.6%-20.7pp | 87.0%-24.1pp | 67.2%-4.3pp |
| Annual return | 16.11% | 27.20%-11.1pp | 53.39%-37.3pp | 160.69%-144.6pp |
| Employer contribution / active EE | $2,338 | $4,616-49.4% | $6,788-65.6% | $2,671-12.5% |
| Participant deferral / active EE | $5,687 | $6,838-16.8% | $10,409-45.4% | $4,126+37.8% |
| Admin fee / account holder | $4,491 | $8,177-45.1% | $12,820-65.0% | $5,650-20.5% |