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 | $46,317 | $43,730+5.9% | $121,220-61.8% | $64,173-27.8% |
| Participation rate | 34.2% | 58.3%-24.1pp | 71.8%-37.5pp | 69.6%-35.4pp |
| Annual return | -5.03% | 68.94%-74.0pp | 16.94%-22.0pp | 7.63%-12.7pp |
| Employer contribution / active EE | $744 | $1,297-42.6% | $4,023-81.5% | $2,381-68.8% |
| Participant deferral / active EE | $1,454 | $2,281-36.3% | $3,345-56.5% | $3,470-58.1% |
| Admin fee / account holder | $1,242 | $3,502-64.5% | $5,021-75.3% | $4,887-74.6% |