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 | $101,824 | $72,269+40.9% | $101,271+0.5% | $79,852+27.5% |
| Participation rate | 34.6% | 68.5%-33.8pp | 75.8%-41.2pp | 69.6%-35.0pp |
| Annual return | 14.68% | 22.29%-7.6pp | 46.48%-31.8pp | 31.72%-17.0pp |
| Employer contribution / active EE | $1,523 | $2,692-43.4% | $3,660-58.4% | $2,471-38.4% |
| Participant deferral / active EE | $2,306 | $3,282-29.7% | $4,371-47.2% | $3,740-38.3% |
| Admin fee / account holder | $1,913 | $4,401-56.5% | $5,948-67.8% | $5,306-63.9% |