Filed January 19, 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 | $73,171 | $81,262-10.0% | $155,602-53.0% | $80,911-9.6% |
| Participation rate | 35.5% | 66.2%-30.8pp | 78.2%-42.7pp | 67.6%-32.2pp |
| Annual return | 8.50% | 33.34%-24.8pp | 64.81%-56.3pp | 35.63%-27.1pp |
| Employer contribution / active EE | $1,463 | $3,102-52.8% | $4,675-68.7% | $2,756-46.9% |
| Participant deferral / active EE | $2,772 | $3,451-19.7% | $5,629-50.8% | $4,297-35.5% |
| Admin fee / account holder | $5,207 | $7,992-34.9% | $15,923-67.3% | $6,935-24.9% |