Filed June 24, 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 | $183,751 | $71,873+155.7% | $86,698+111.9% | $68,490+168.3% |
| Participation rate | 68.8% | 72.2%-3.4pp | 76.6%-7.8pp | 67.9%+0.9pp |
| Annual return | -11.02% | 3.54%-14.6pp | 35.96%-47.0pp | -7.85%-3.2pp |
| Employer contribution / active EE | $2,594 | $2,173+19.4% | $2,837-8.6% | $2,597-0.1% |
| Participant deferral / active EE | $6,512 | $3,779+72.3% | $4,656+39.9% | $4,028+61.7% |
| Admin fee / account holder | $30,229 | $6,110+394.7% | $7,492+303.5% | $5,403+459.5% |