Filed April 12, 2016
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,507 | $75,962-90.1% | $154,108-95.1% | $64,173-88.3% |
| Participation rate | 36.0% | 70.4%-34.4pp | 83.0%-47.0pp | 69.6%-33.6pp |
| Annual return | -14.64% | 30.32%-45.0pp | 735.21%-749.8pp | 7.63%-22.3pp |
| Employer contribution / active EE | $1,180 | $3,350-64.8% | $5,298-77.7% | $2,381-50.4% |
| Participant deferral / active EE | $1,580 | $3,175-50.2% | $5,081-68.9% | $3,470-54.5% |
| Admin fee / account holder | $677 | $5,589-87.9% | $13,411-95.0% | $4,887-86.1% |