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 | $61,125-38.7% | $94,057-60.2% | $87,485-57.2% |
| Participation rate | 31.7% | 64.1%-32.4pp | 73.3%-41.6pp | 68.9%-37.2pp |
| Annual return | 11.34% | 35.20%-23.9pp | 480.62%-469.3pp | 26.06%-14.7pp |
| Employer contribution / active EE | $607 | $2,136-71.6% | $2,933-79.3% | $2,596-76.6% |
| Participant deferral / active EE | $975 | $3,260-70.1% | $4,709-79.3% | $4,274-77.2% |
| Admin fee / account holder | $8,436 | $5,629+49.9% | $7,244+16.4% | $7,775+8.5% |