Filed February 5, 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 | $37,451 | $64,920-42.3% | $103,693-63.9% | $86,983-56.9% |
| Participation rate | 31.7% | 63.6%-31.9pp | 72.6%-40.9pp | 69.5%-37.8pp |
| Annual return | 11.34% | 30.29%-18.9pp | 47.61%-36.3pp | 25.83%-14.5pp |
| Employer contribution / active EE | $607 | $2,141-71.6% | $2,920-79.2% | $2,584-76.5% |
| Participant deferral / active EE | $975 | $3,241-69.9% | $4,579-78.7% | $4,194-76.8% |
| Admin fee / account holder | $8,436 | $6,191+36.2% | $7,858+7.4% | $7,856+7.4% |