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 | $59,676 | $48,570+22.9% | $130,660-54.3% | $72,976-18.2% |
| Participation rate | 47.4% | 58.6%-11.2pp | 71.7%-24.4pp | 69.5%-22.1pp |
| Annual return | 22.18% | 38.63%-16.5pp | 1709.29%-1687.1pp | 81.02%-58.8pp |
| Employer contribution / active EE | $1,573 | $1,334+17.9% | $4,092-61.6% | $2,440-35.5% |
| Participant deferral / active EE | $3,158 | $2,384+32.5% | $3,603-12.3% | $3,608-12.5% |
| Admin fee / account holder | $1,323 | $3,549-62.7% | $5,463-75.8% | $5,124-74.2% |