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 | $56,431+118.0% | $130,788-6.0% | $87,485+40.6% |
| Participation rate | 68.8% | 58.9%+9.8pp | 70.1%-1.4pp | 68.9%-0.2pp |
| Annual return | 18.91% | 91.27%-72.4pp | 386.44%-367.5pp | 26.06%-7.2pp |
| Employer contribution / active EE | $2,299 | $1,549+48.4% | $3,558-35.4% | $2,596-11.4% |
| Participant deferral / active EE | $6,459 | $2,749+134.9% | $4,137+56.1% | $4,274+51.1% |
| Admin fee / account holder | $10,731 | $4,433+142.1% | $6,673+60.8% | $7,775+38.0% |