Filed April 15, 2016
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,705 | $60,261-50.7% | $81,783-63.7% | $74,546-60.2% |
| Participation rate | 23.1% | 62.9%-39.8pp | 72.4%-49.3pp | 67.2%-44.1pp |
| Annual return | 16.80% | 16.88%-0.1pp | 775.05%-758.3pp | 1366.03%-1349.2pp |
| Employer contribution / active EE | $254 | $2,622-90.3% | $2,913-91.3% | $2,624-90.3% |
| Participant deferral / active EE | $904 | $3,388-73.3% | $4,320-79.1% | $4,347-79.2% |
| Admin fee / account holder | $11,771 | $1,482+694.0% | $7,380+59.5% | $1,944+505.7% |