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 | $87,659 | $57,073+53.6% | $85,126+3.0% | $80,925+8.3% |
| Participation rate | 46.0% | 56.4%-10.4pp | 67.5%-21.5pp | 67.7%-21.7pp |
| Annual return | 9.05% | 21.69%-12.6pp | 66.63%-57.6pp | 35.65%-26.6pp |
| Employer contribution / active EE | $2,185 | $1,801+21.3% | $2,731-20.0% | $2,756-20.7% |
| Participant deferral / active EE | $3,266 | $3,113+4.9% | $4,523-27.8% | $4,299-24.0% |
| Admin fee / account holder | $3,096 | $4,988-37.9% | $6,160-49.7% | $6,940-55.4% |