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 | $91,881 | $58,726+56.5% | $142,898-35.7% | $85,851+7.0% |
| Participation rate | 58.3% | 58.5%-0.1pp | 72.0%-13.6pp | 69.3%-11.0pp |
| Annual return | 10.77% | 27.73%-17.0pp | 5639.64%-5628.9pp | 318.63%-307.9pp |
| Employer contribution / active EE | $5,228 | $1,424+267.2% | $4,146+26.1% | $2,565+103.8% |
| Participant deferral / active EE | $0 | $2,609-100.0% | $3,838-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4,355 | $4,234+2.9% | $6,560-33.6% | $6,261-30.4% |