Filed August 30, 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 | $125,117 | $53,128+135.5% | $86,582+44.5% | $70,126+78.4% |
| Participation rate | 64.4% | 65.3%-0.9pp | 73.5%-9.1pp | 69.5%-5.1pp |
| Annual return | 12.03% | 27.66%-15.6pp | 965.08%-953.1pp | 73.15%-61.1pp |
| Employer contribution / active EE | $364 | $2,068-82.4% | $2,839-87.2% | $2,343-84.5% |
| Participant deferral / active EE | $1,996 | $2,695-25.9% | $3,609-44.7% | $3,332-40.1% |
| Admin fee / account holder | $5,002 | $3,584+39.6% | $4,904+2.0% | $4,645+7.7% |