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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,870 | $49,177+176.3% | $79,467+71.0% | $64,173+111.7% |
| Participation rate | 66.7% | 65.0%+1.6pp | 73.3%-6.7pp | 69.6%-2.9pp |
| Annual return | 7.86% | -1.16%+9.0pp | 718.30%-710.4pp | 7.63%+0.2pp |
| Employer contribution / active EE | $414 | $2,076-80.0% | $2,800-85.2% | $2,381-82.6% |
| Participant deferral / active EE | $2,172 | $2,821-23.0% | $3,704-41.4% | $3,470-37.4% |
| Admin fee / account holder | $6,944 | $3,839+80.9% | $5,104+36.0% | $4,887+42.1% |