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 | $78,421 | $48,570+61.5% | $130,660-40.0% | $72,976+7.5% |
| Participation rate | 61.5% | 58.6%+3.0pp | 71.7%-10.2pp | 69.5%-8.0pp |
| Annual return | 17.72% | 38.63%-20.9pp | 1709.29%-1691.6pp | 81.02%-63.3pp |
| Employer contribution / active EE | $6,034 | $1,334+352.3% | $4,092+47.4% | $2,440+147.3% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $3,603-100.0% | $3,608-100.0% |
| Admin fee / account holder | $889 | $3,549-75.0% | $5,463-83.7% | $5,124-82.7% |