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 | $103,949 | $54,370+91.2% | $82,763+25.6% | $68,490+51.8% |
| Participation rate | 46.2% | 63.9%-17.8pp | 72.6%-26.4pp | 67.9%-21.7pp |
| Annual return | -17.03% | -13.67%-3.4pp | 702.45%-719.5pp | -7.85%-9.2pp |
| Employer contribution / active EE | $888 | $2,219-60.0% | $3,008-70.5% | $2,597-65.8% |
| Participant deferral / active EE | $2,063 | $3,247-36.5% | $4,395-53.1% | $4,028-48.8% |
| Admin fee / account holder | $22,067 | $4,398+401.7% | $5,325+314.4% | $5,403+308.4% |