Filed December 3, 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 | $82,530 | $64,719+27.5% | $112,249-26.5% | $68,486+20.5% |
| Participation rate | 40.4% | 67.2%-26.8pp | 75.1%-34.7pp | 67.9%-27.5pp |
| Annual return | -18.75% | -11.40%-7.4pp | 27.48%-46.2pp | -7.85%-10.9pp |
| Employer contribution / active EE | $1,930 | $2,747-29.7% | $3,636-46.9% | $2,597-25.7% |
| Participant deferral / active EE | $3,461 | $3,565-2.9% | $4,729-26.8% | $4,028-14.1% |
| Admin fee / account holder | $2,189 | $5,232-58.2% | $6,412-65.9% | $5,404-59.5% |