Filed February 22, 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 | $9,061 | $75,541-88.0% | $152,093-94.0% | $82,637-89.0% |
| Participation rate | 64.6% | 66.5%-2.0pp | 77.8%-13.2pp | 68.1%-3.5pp |
| Annual return | 0.00% | 32.56%-32.6pp | 66.36%-66.4pp | 53.51%-53.5pp |
| Employer contribution / active EE | $397 | $2,622-84.9% | $4,175-90.5% | $2,552-84.4% |
| Participant deferral / active EE | $2,419 | $3,206-24.5% | $5,451-55.6% | $4,126-41.4% |
| Admin fee / account holder | $485 | $6,405-92.4% | $14,497-96.7% | $7,339-93.4% |