Filed March 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 | $78,442 | $73,978+6.0% | $96,515-18.7% | $75,173+4.3% |
| Participation rate | 40.4% | 66.4%-26.1pp | 74.3%-34.0pp | 67.2%-26.9pp |
| Annual return | 12.69% | 26.72%-14.0pp | 35.73%-23.0pp | 160.72%-148.0pp |
| Employer contribution / active EE | $1,006 | $2,931-65.7% | $3,740-73.1% | $2,671-62.4% |
| Participant deferral / active EE | $2,849 | $3,660-22.2% | $4,880-41.6% | $4,126-31.0% |
| Admin fee / account holder | $16,728 | $5,219+220.5% | $6,735+148.4% | $5,651+196.0% |