Filed April 22, 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 | $84,254 | $80,332+4.9% | $107,187-21.4% | $64,097+31.4% |
| Participation rate | 15.6% | 54.4%-38.8pp | 75.0%-59.4pp | 55.2%-39.6pp |
| Annual return | 19.13% | 24.26%-5.1pp | 204.55%-185.4pp | 34.64%-15.5pp |
| Employer contribution / active EE | $823 | $2,501-67.1% | $3,782-78.2% | $1,891-56.5% |
| Participant deferral / active EE | $1,401 | $3,109-54.9% | $5,096-72.5% | $3,080-54.5% |
| Admin fee / account holder | $1,243 | $4,314-71.2% | $9,162-86.4% | $3,454-64.0% |