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 | $146,905 | $110,083+33.4% | $151,639-3.1% | $68,486+114.5% |
| Participation rate | 65.2% | 84.0%-18.7pp | 87.5%-22.3pp | 67.9%-2.7pp |
| Annual return | -12.03% | -10.12%-1.9pp | 3.34%-15.4pp | -7.85%-4.2pp |
| Employer contribution / active EE | $1,958 | $4,470-56.2% | $6,165-68.2% | $2,597-24.6% |
| Participant deferral / active EE | $7,383 | $6,526+13.1% | $8,363-11.7% | $4,028+83.3% |
| Admin fee / account holder | $14,974 | $7,718+94.0% | $11,613+28.9% | $5,404+177.1% |