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 | $99,155 | $51,642+92.0% | $129,384-23.4% | $80,935+22.5% |
| Participation rate | 55.1% | 56.9%-1.8pp | 69.6%-14.6pp | 67.7%-12.6pp |
| Annual return | 12.36% | 20.78%-8.4pp | 9461.77%-9449.4pp | 35.66%-23.3pp |
| Employer contribution / active EE | $1,418 | $1,583-10.4% | $4,153-65.9% | $2,757-48.6% |
| Participant deferral / active EE | $4,664 | $2,670+74.7% | $4,166+12.0% | $4,299+8.5% |
| Admin fee / account holder | $36,845 | $4,312+754.6% | $7,686+379.4% | $6,924+432.1% |