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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,603 | $137,414+22.7% | $189,537-11.0% | $85,847+96.4% |
| Participation rate | 68.6% | 84.6%-16.0pp | 87.8%-19.2pp | 69.3%-0.7pp |
| Annual return | 12.30% | 38.14%-25.8pp | 555.34%-543.0pp | 318.61%-306.3pp |
| Employer contribution / active EE | $1,751 | $4,344-59.7% | $6,161-71.6% | $2,565-31.7% |
| Participant deferral / active EE | $7,142 | $6,260+14.1% | $8,220-13.1% | $3,952+80.7% |
| Admin fee / account holder | $14,291 | $8,630+65.6% | $12,048+18.6% | $6,261+128.3% |