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 | $99,155 | $51,638+92.0% | $129,406-23.4% | $80,959+22.5% |
| Participation rate | 55.1% | 56.9%-1.9pp | 69.6%-14.6pp | 67.7%-12.6pp |
| Annual return | 12.36% | 20.78%-8.4pp | 9468.18%-9455.8pp | 35.67%-23.3pp |
| Employer contribution / active EE | $1,418 | $1,584-10.5% | $4,155-65.9% | $2,757-48.6% |
| Participant deferral / active EE | $4,664 | $2,670+74.7% | $4,167+11.9% | $4,300+8.5% |
| Admin fee / account holder | $36,845 | $4,313+754.2% | $7,689+379.2% | $6,925+432.0% |