Filed December 13, 2014
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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 | $178,525 | $52,911+237.4% | $73,309+143.5% | $59,633+199.4% |
| Participation rate | 61.8% | 68.2%-6.4pp | 74.9%-13.1pp | 68.7%-6.9pp |
| Annual return | -0.63% | 12.20%-12.8pp | 5.67%-6.3pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,717 | $4,069+89.6% | $4,991+54.6% | $3,192+141.8% |
| Admin fee / account holder | $15,626 | $3,835+307.5% | $5,635+177.3% | $4,297+263.7% |