Filed February 3, 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 | $100,790 | $95,415+5.6% | $185,851-45.8% | $85,851+17.4% |
| Participation rate | 56.2% | 68.8%-12.6pp | 81.7%-25.5pp | 69.3%-13.1pp |
| Annual return | 15.15% | 23.59%-8.4pp | 122.11%-107.0pp | 318.63%-303.5pp |
| Employer contribution / active EE | $1,714 | $3,314-48.3% | $5,168-66.8% | $2,565-33.2% |
| Participant deferral / active EE | $2,636 | $3,424-23.0% | $5,569-52.7% | $3,952-33.3% |
| Admin fee / account holder | $20,959 | $7,215+190.5% | $16,245+29.0% | $6,261+234.8% |