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 | $115,881 | $49,199+135.5% | $121,210-4.4% | $75,177+54.1% |
| Participation rate | 53.8% | 55.4%-1.6pp | 69.5%-15.7pp | 67.2%-13.4pp |
| Annual return | 14.91% | 56.04%-41.1pp | 987.41%-972.5pp | 160.75%-145.8pp |
| Employer contribution / active EE | $1,342 | $1,547-13.3% | $4,171-67.8% | $2,671-49.8% |
| Participant deferral / active EE | $4,951 | $2,630+88.3% | $4,084+21.2% | $4,126+20.0% |
| Admin fee / account holder | $1,124 | $3,946-71.5% | $5,647-80.1% | $5,651-80.1% |