Filed September 23, 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 | $44,042 | $87,546-49.7% | $75,784-41.9% | $125,389-64.9% |
| Participation rate | 61.9% | 80.2%-18.3pp | 75.8%-13.9pp | 83.2%-21.3pp |
| Annual return | 9.40% | 13.49%-4.1pp | 9.68%-0.3pp | 282.24%-272.8pp |
| Employer contribution / active EE | $2,760 | $3,930-29.8% | $3,323-16.9% | $4,866-43.3% |
| Participant deferral / active EE | $5,021 | $4,230+18.7% | $3,652+37.5% | $5,352-6.2% |
| Admin fee / account holder | $8,222 | $6,503+26.4% | $5,300+55.1% | $9,541-13.8% |