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 | $57,119+53.5% | $85,187+2.9% | $80,935+8.3% |
| Participation rate | 46.0% | 56.4%-10.4pp | 67.5%-21.5pp | 67.7%-21.7pp |
| Annual return | 9.05% | 21.70%-12.7pp | 66.67%-57.6pp | 35.66%-26.6pp |
| Employer contribution / active EE | $2,185 | $1,802+21.3% | $2,732-20.0% | $2,757-20.7% |
| Participant deferral / active EE | $3,266 | $3,115+4.8% | $4,525-27.8% | $4,299-24.0% |
| Admin fee / account holder | $3,096 | $4,990-38.0% | $6,162-49.8% | $6,924-55.3% |