Filed May 25, 2016
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $86,055 | $176,120-51.1% | $159,487-46.0% | $167,553-48.6% |
| Participation rate | 59.1% | 85.0%-25.9pp | 82.8%-23.7pp | 82.1%-23.0pp |
| Annual return | 18.92% | 331.95%-313.0pp | 263.71%-244.8pp | 478.89%-460.0pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,282 | $7,752-44.8% | $7,354-41.8% | $6,343-32.5% |
| Admin fee / account holder | $12,821 | $12,561+2.1% | $10,804+18.7% | $12,316+4.1% |