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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,012 | $43,730+46.4% | $121,220-47.2% | $64,173-0.3% |
| Participation rate | 53.4% | 58.3%-4.9pp | 71.8%-18.3pp | 69.6%-16.1pp |
| Annual return | -5.30% | 68.94%-74.2pp | 16.94%-22.2pp | 7.63%-12.9pp |
| Employer contribution / active EE | $4,858 | $1,297+274.6% | $4,023+20.8% | $2,381+104.1% |
| Participant deferral / active EE | $0 | $2,281-100.0% | $3,345-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,321 | $3,502+80.5% | $5,021+25.9% | $4,887+29.3% |