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 | $48,330 | $60,119-19.6% | $90,430-46.6% | $79,858-39.5% |
| Participation rate | 69.4% | 65.0%+4.4pp | 72.7%-3.3pp | 69.6%-0.3pp |
| Annual return | 22.87% | 71.94%-49.1pp | 1293.73%-1270.9pp | 31.72%-8.8pp |
| Employer contribution / active EE | $2,373 | $2,068+14.8% | $3,262-27.2% | $2,471-3.9% |
| Participant deferral / active EE | $5,641 | $2,938+92.0% | $3,963+42.4% | $3,740+50.8% |
| Admin fee / account holder | $1,875 | $3,976-52.8% | $5,613-66.6% | $5,306-64.7% |