Filed June 29, 2015
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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 | $133,505 | $71,873+85.8% | $86,698+54.0% | $68,490+94.9% |
| Participation rate | 69.8% | 72.2%-2.5pp | 76.6%-6.8pp | 67.9%+1.9pp |
| Annual return | -16.75% | 3.54%-20.3pp | 35.96%-52.7pp | -7.85%-8.9pp |
| Employer contribution / active EE | $605 | $2,173-72.2% | $2,837-78.7% | $2,597-76.7% |
| Participant deferral / active EE | $4,895 | $3,779+29.5% | $4,656+5.1% | $4,028+21.5% |
| Admin fee / account holder | $14,482 | $6,110+137.0% | $7,492+93.3% | $5,403+168.0% |