Filed November 15, 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 | $161,238 | $123,793+30.2% | $177,848-9.3% | $79,856+101.9% |
| Participation rate | 69.6% | 84.7%-15.1pp | 87.7%-18.2pp | 69.6%-0.1pp |
| Annual return | 9.20% | 22.82%-13.6pp | 48.33%-39.1pp | 31.71%-22.5pp |
| Employer contribution / active EE | $1,577 | $4,095-61.5% | $5,919-73.4% | $2,471-36.2% |
| Participant deferral / active EE | $6,575 | $5,956+10.4% | $7,714-14.8% | $3,741+75.8% |
| Admin fee / account holder | $3,575 | $7,243-50.6% | $12,431-71.2% | $5,306-32.6% |