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 | $72,890 | $58,828+23.9% | $78,002-6.6% | $62,881+15.9% |
| Participation rate | 66.7% | 71.1%-4.4pp | 75.5%-8.9pp | 69.3%-2.6pp |
| Annual return | 8.72% | 17.16%-8.4pp | 425.99%-417.3pp | 20.14%-11.4pp |
| Employer contribution / active EE | $869 | $1,672-48.0% | $2,470-64.8% | $2,281-61.9% |
| Participant deferral / active EE | $4,369 | $2,686+62.7% | $3,497+24.9% | $3,203+36.4% |
| Admin fee / account holder | $5,992 | $4,393+36.4% | $5,481+9.3% | $4,296+39.5% |