Filed December 14, 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 | $65,327 | $54,380+20.1% | $68,509-4.6% | $59,633+9.5% |
| Participation rate | 67.4% | 70.2%-2.7pp | 74.7%-7.3pp | 68.7%-1.2pp |
| Annual return | -0.32% | 2.83%-3.1pp | 8.27%-8.6pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $897 | $1,539-41.7% | $2,278-60.6% | $2,203-59.3% |
| Participant deferral / active EE | $4,465 | $2,643+68.9% | $3,382+32.0% | $3,192+39.9% |
| Admin fee / account holder | $3,756 | $3,885-3.3% | $5,275-28.8% | $4,297-12.6% |