Filed March 29, 2016
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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 | $132,906 | $59,813+122.2% | $79,580+67.0% | $68,486+94.1% |
| Participation rate | 55.6% | 61.1%-5.5pp | 69.5%-13.9pp | 67.9%-12.3pp |
| Annual return | -12.34% | -12.30%0pp | 0.15%-12.5pp | -7.85%-4.5pp |
| Employer contribution / active EE | $1,033 | $1,505-31.4% | $2,413-57.2% | $2,597-60.2% |
| Participant deferral / active EE | $2,802 | $3,024-7.4% | $3,985-29.7% | $4,028-30.4% |
| Admin fee / account holder | $7,574 | $4,835+56.7% | $6,835+10.8% | $5,404+40.2% |