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 | $131,419 | $60,119+118.6% | $90,430+45.3% | $79,858+64.6% |
| Participation rate | 62.2% | 65.0%-2.8pp | 72.7%-10.5pp | 69.6%-7.4pp |
| Annual return | 7.21% | 71.94%-64.7pp | 1293.73%-1286.5pp | 31.72%-24.5pp |
| Employer contribution / active EE | $552 | $2,068-73.3% | $3,262-83.1% | $2,471-77.7% |
| Participant deferral / active EE | $2,704 | $2,938-8.0% | $3,963-31.8% | $3,740-27.7% |
| Admin fee / account holder | $11,456 | $3,976+188.1% | $5,613+104.1% | $5,306+115.9% |