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 | $88,455 | $67,411+31.2% | $91,004-2.8% | $70,126+26.1% |
| Participation rate | 62.4% | 71.4%-9.0pp | 75.6%-13.3pp | 69.5%-7.2pp |
| Annual return | 16.10% | -40.16%+56.3pp | 4.60%+11.5pp | 73.15%-57.1pp |
| Employer contribution / active EE | $974 | $1,786-45.5% | $2,456-60.3% | $2,343-58.4% |
| Participant deferral / active EE | $4,916 | $2,823+74.2% | $3,548+38.6% | $3,332+47.6% |
| Admin fee / account holder | $7,842 | $4,236+85.1% | $5,417+44.8% | $4,645+68.8% |