Filed January 23, 2017
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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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,273 | $140,592-68.5% | $123,105-64.0% | $125,389-64.7% |
| Participation rate | 57.1% | 88.2%-31.1pp | 86.8%-29.6pp | 83.2%-26.0pp |
| Annual return | -4.03% | 16.80%-20.8pp | 13.22%-17.2pp | 282.24%-286.3pp |
| Employer contribution / active EE | $2,070 | $6,041-65.7% | $5,151-59.8% | $4,866-57.5% |
| Participant deferral / active EE | $3,072 | $6,980-56.0% | $6,229-50.7% | $5,352-42.6% |
| Admin fee / account holder | $7,315 | $11,198-34.7% | $9,014-18.9% | $9,541-23.3% |