Filed March 15, 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 | $31,653 | $55,437-42.9% | $155,534-79.6% | $74,459-57.5% |
| Participation rate | 37.9% | 61.9%-24.0pp | 78.2%-40.3pp | 67.2%-29.3pp |
| Annual return | 12.45% | 269.58%-257.1pp | 64.92%-52.5pp | 1369.70%-1357.3pp |
| Employer contribution / active EE | $1,545 | $2,266-31.8% | $4,675-66.9% | $2,626-41.2% |
| Participant deferral / active EE | $2,511 | $2,837-11.5% | $5,630-55.4% | $4,350-42.3% |
| Admin fee / account holder | $7,056 | $1,742+305.0% | $15,900-55.6% | $1,945+262.8% |