Filed March 9, 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 | $43,285 | $85,766-49.5% | $136,297-68.2% | $70,124-38.3% |
| Participation rate | 20.0% | 74.2%-54.2pp | 81.9%-61.9pp | 69.5%-49.5pp |
| Annual return | 23.12% | 31.45%-8.3pp | 5156.19%-5133.1pp | 73.14%-50.0pp |
| Employer contribution / active EE | $751 | $2,966-74.7% | $4,696-84.0% | $2,342-67.9% |
| Participant deferral / active EE | $1,640 | $5,051-67.5% | $6,247-73.7% | $3,332-50.8% |
| Admin fee / account holder | $13,483 | $5,420+148.7% | $9,244+45.9% | $4,645+190.2% |