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 | $177,983 | $138,385+28.6% | $184,243-3.4% | $80,925+119.9% |
| Participation rate | 59.5% | 83.9%-24.4pp | 86.8%-27.4pp | 67.7%-8.2pp |
| Annual return | 9.33% | 20.02%-10.7pp | 28.82%-19.5pp | 35.65%-26.3pp |
| Employer contribution / active EE | $1,924 | $4,851-60.3% | $6,427-70.1% | $2,756-30.2% |
| Participant deferral / active EE | $6,852 | $7,075-3.2% | $9,132-25.0% | $4,299+59.4% |
| Admin fee / account holder | $15,353 | $10,489+46.4% | $13,914+10.3% | $6,940+121.2% |