Filed October 10, 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 | $84,714 | $71,873+17.9% | $86,698-2.3% | $68,490+23.7% |
| Participation rate | 37.5% | 72.2%-34.7pp | 76.6%-39.1pp | 67.9%-30.4pp |
| Annual return | -19.75% | 3.54%-23.3pp | 35.96%-55.7pp | -7.85%-11.9pp |
| Employer contribution / active EE | $613 | $2,173-71.8% | $2,837-78.4% | $2,597-76.4% |
| Participant deferral / active EE | $2,976 | $3,779-21.3% | $4,656-36.1% | $4,028-26.1% |
| Admin fee / account holder | $4,674 | $6,110-23.5% | $7,492-37.6% | $5,403-13.5% |