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 | $162,742 | $125,797+29.4% | $170,043-4.3% | $75,173+116.5% |
| Participation rate | 57.3% | 83.6%-26.3pp | 87.0%-29.7pp | 67.2%-9.9pp |
| Annual return | 10.11% | 27.20%-17.1pp | 53.40%-43.3pp | 160.72%-150.6pp |
| Employer contribution / active EE | $1,944 | $4,616-57.9% | $6,790-71.4% | $2,671-27.2% |
| Participant deferral / active EE | $6,984 | $6,838+2.1% | $10,410-32.9% | $4,126+69.3% |
| Admin fee / account holder | $22,248 | $8,177+172.1% | $12,824+73.5% | $5,651+293.7% |