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 | $146,049 | $54,763+166.7% | $90,324+61.7% | $72,976+100.1% |
| Participation rate | 63.6% | 65.2%-1.5pp | 73.3%-9.6pp | 69.5%-5.9pp |
| Annual return | 6.23% | 30.63%-24.4pp | 78.15%-71.9pp | 81.02%-74.8pp |
| Employer contribution / active EE | $511 | $2,093-75.6% | $2,856-82.1% | $2,440-79.0% |
| Participant deferral / active EE | $2,739 | $2,887-5.1% | $3,885-29.5% | $3,608-24.1% |
| Admin fee / account holder | $2,903 | $3,973-27.0% | $5,356-45.8% | $5,124-43.4% |