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 | $110,337 | $49,897+121.1% | $80,648+36.8% | $75,177+46.8% |
| Participation rate | 32.9% | 55.3%-22.5pp | 67.0%-34.1pp | 67.2%-34.3pp |
| Annual return | 177.60% | 34.68%+142.9pp | 937.21%-759.6pp | 160.75%+16.8pp |
| Employer contribution / active EE | $1,235 | $1,699-27.3% | $2,724-54.7% | $2,671-53.8% |
| Participant deferral / active EE | $1,628 | $2,992-45.6% | $4,443-63.4% | $4,126-60.6% |
| Admin fee / account holder | $741 | $3,579-79.3% | $5,382-86.2% | $5,651-86.9% |