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 | $126,596 | $148,629-14.8% | $135,982-6.9% | $139,487-9.2% |
| Participation rate | 30.0% | 83.9%-53.9pp | 81.9%-51.9pp | 80.3%-50.3pp |
| Annual return | 96.40% | 79.33%+17.1pp | 68.32%+28.1pp | 373.84%-277.4pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,823 | $8,102-52.8% | $7,760-50.7% | $6,713-43.1% |
| Admin fee / account holder | $13,403 | $12,406+8.0% | $10,767+24.5% | $11,407+17.5% |