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 | $115,066 | $58,726+95.9% | $142,898-19.5% | $85,851+34.0% |
| Participation rate | 61.4% | 58.5%+2.9pp | 72.0%-10.6pp | 69.3%-7.9pp |
| Annual return | 12.91% | 27.73%-14.8pp | 5639.64%-5626.7pp | 318.63%-305.7pp |
| Employer contribution / active EE | $1,528 | $1,424+7.3% | $4,146-63.2% | $2,565-40.5% |
| Participant deferral / active EE | $5,260 | $2,609+101.7% | $3,838+37.0% | $3,952+33.1% |
| Admin fee / account holder | $7,641 | $4,234+80.4% | $6,560+16.5% | $6,261+22.0% |