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 | $105,677 | $53,774+96.5% | $134,162-21.2% | $79,856+32.3% |
| Participation rate | 66.1% | 58.8%+7.3pp | 72.2%-6.1pp | 69.6%-3.5pp |
| Annual return | 12.33% | 19.01%-6.7pp | 36.35%-24.0pp | 31.71%-19.4pp |
| Employer contribution / active EE | $1,452 | $1,322+9.8% | $3,705-60.8% | $2,471-41.3% |
| Participant deferral / active EE | $5,092 | $2,420+110.4% | $3,500+45.5% | $3,741+36.1% |
| Admin fee / account holder | $2,405 | $3,985-39.6% | $6,685-64.0% | $5,306-54.7% |