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 | $123,001 | $52,353+134.9% | $120,225+2.3% | $82,448+49.2% |
| Participation rate | 68.8% | 58.3%+10.4pp | 69.6%-0.8pp | 68.1%+0.7pp |
| Annual return | 18.91% | 61.85%-42.9pp | 439.23%-420.3pp | 41.64%-22.7pp |
| Employer contribution / active EE | $2,299 | $1,510+52.2% | $3,475-33.9% | $2,551-9.9% |
| Participant deferral / active EE | $6,459 | $2,627+145.9% | $3,999+61.5% | $4,139+56.0% |
| Admin fee / account holder | $10,731 | $4,363+146.0% | $5,696+88.4% | $7,234+48.3% |