Filed July 25, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,485 | $49,199+43.3% | $121,210-41.8% | $75,177-6.2% |
| Participation rate | 48.6% | 55.4%-6.8pp | 69.5%-20.9pp | 67.2%-18.6pp |
| Annual return | 13.70% | 56.04%-42.3pp | 987.41%-973.7pp | 160.75%-147.0pp |
| Employer contribution / active EE | $5,184 | $1,547+235.0% | $4,171+24.3% | $2,671+94.1% |
| Participant deferral / active EE | $0 | $2,630-100.0% | $4,084-100.0% | $4,126-100.0% |
| Admin fee / account holder | $581 | $3,946-85.3% | $5,647-89.7% | $5,651-89.7% |