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 | $96,849 | $48,570+99.4% | $130,660-25.9% | $72,976+32.7% |
| Participation rate | 62.5% | 58.6%+3.9pp | 71.7%-9.2pp | 69.5%-7.0pp |
| Annual return | 19.92% | 38.63%-18.7pp | 1709.29%-1689.4pp | 81.02%-61.1pp |
| Employer contribution / active EE | $1,363 | $1,334+2.2% | $4,092-66.7% | $2,440-44.1% |
| Participant deferral / active EE | $4,868 | $2,384+104.2% | $3,603+35.1% | $3,608+34.9% |
| Admin fee / account holder | $1,179 | $3,549-66.8% | $5,463-78.4% | $5,124-77.0% |