Filed April 24, 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 | $27,821 | $45,152-38.4% | $73,845-62.3% | $59,632-53.3% |
| Participation rate | 64.9% | 64.0%+0.8pp | 73.4%-8.6pp | 68.7%-3.8pp |
| Annual return | -1.27% | 27.40%-28.7pp | 2267.91%-2269.2pp | 2041.32%-2042.6pp |
| Employer contribution / active EE | $1,130 | $1,902-40.6% | $2,788-59.4% | $2,203-48.7% |
| Participant deferral / active EE | $3,146 | $2,574+22.2% | $3,583-12.2% | $3,192-1.4% |
| Admin fee / account holder | $776 | $3,516-77.9% | $4,881-84.1% | $4,297-82.0% |