Filed December 12, 2014
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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 | $50,722 | $46,877+8.2% | $122,354-58.5% | $70,126-27.7% |
| Participation rate | 29.4% | 58.2%-28.8pp | 71.6%-42.2pp | 69.5%-40.1pp |
| Annual return | 19.00% | 24.22%-5.2pp | 30.28%-11.3pp | 73.15%-54.1pp |
| Employer contribution / active EE | $701 | $1,288-45.6% | $4,051-82.7% | $2,343-70.1% |
| Participant deferral / active EE | $1,342 | $2,167-38.1% | $3,287-59.2% | $3,332-59.7% |
| Admin fee / account holder | $16,148 | $3,324+385.8% | $5,479+194.7% | $4,645+247.6% |