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 | $36,171 | $45,872-21.1% | $77,100-53.1% | $68,490-47.2% |
| Participation rate | 34.3% | 55.9%-21.6pp | 67.9%-33.6pp | 67.9%-33.6pp |
| Annual return | -55.10% | 1.73%-56.8pp | 42.35%-97.5pp | -7.85%-47.2pp |
| Employer contribution / active EE | $2,614 | $1,650+58.5% | $2,815-7.1% | $2,597+0.7% |
| Participant deferral / active EE | $1,801 | $2,963-39.2% | $4,430-59.3% | $4,028-55.3% |
| Admin fee / account holder | $2,344 | $3,041-22.9% | $5,443-56.9% | $5,403-56.6% |