Filed July 25, 2016
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $72,086 | $46,877+53.8% | $122,354-41.1% | $70,126+2.8% |
| Participation rate | 61.7% | 58.2%+3.5pp | 71.6%-9.9pp | 69.5%-7.8pp |
| Annual return | 12.84% | 24.22%-11.4pp | 30.28%-17.4pp | 73.15%-60.3pp |
| Employer contribution / active EE | $5,253 | $1,288+307.8% | $4,051+29.7% | $2,343+124.3% |
| Participant deferral / active EE | $5 | $2,167-99.8% | $3,287-99.8% | $3,332-99.8% |
| Admin fee / account holder | $2,524 | $3,324-24.1% | $5,479-53.9% | $4,645-45.7% |