Filed November 24, 2015
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $65,852 | $184,000-64.2% | $162,185-59.4% | $152,909-56.9% |
| Participation rate | 42.9% | 88.5%-45.6pp | 87.6%-44.7pp | 82.5%-39.6pp |
| Annual return | 25.17% | 150.80%-125.6pp | 115.61%-90.4pp | 345.46%-320.3pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,643 | $8,033-79.5% | $7,297-77.5% | $5,851-71.9% |
| Admin fee / account holder | $2,526 | $13,124-80.8% | $10,844-76.7% | $11,601-78.2% |