Filed July 9, 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 | $27,856 | $52,519-47.0% | $155,789-82.1% | $59,633-53.3% |
| Participation rate | 49.4% | 61.7%-12.3pp | 76.1%-26.7pp | 68.7%-19.3pp |
| Annual return | -1.17% | 53.51%-54.7pp | 71.54%-72.7pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $441 | $1,589-72.3% | $3,839-88.5% | $2,203-80.0% |
| Participant deferral / active EE | $1,349 | $3,084-56.3% | $4,798-71.9% | $3,192-57.7% |
| Admin fee / account holder | $1,647 | $3,540-53.5% | $7,477-78.0% | $4,297-61.7% |