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 | $57,057+53.6% | $85,009+3.1% | $80,874+8.4% |
| Participation rate | 46.0% | 56.4%-10.4pp | 67.5%-21.5pp | 67.6%-21.7pp |
| Annual return | 9.05% | 21.66%-12.6pp | 66.47%-57.4pp | 35.62%-26.6pp |
| Employer contribution / active EE | $2,185 | $1,799+21.5% | $2,728-19.9% | $2,756-20.7% |
| Participant deferral / active EE | $3,266 | $3,112+4.9% | $4,522-27.8% | $4,297-24.0% |
| Admin fee / account holder | $3,096 | $4,986-37.9% | $6,153-49.7% | $6,935-55.4% |