Filed April 4, 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 | $53,042 | $81,870-35.2% | $119,634-55.7% | $68,490-22.6% |
| Participation rate | 67.9% | 71.9%-4.0pp | 79.3%-11.3pp | 67.9%0pp |
| Annual return | -18.20% | -23.82%+5.6pp | -14.98%-3.2pp | -7.85%-10.3pp |
| Employer contribution / active EE | $1,154 | $2,692-57.1% | $4,232-72.7% | $2,597-55.6% |
| Participant deferral / active EE | $2,913 | $4,148-29.8% | $5,601-48.0% | $4,028-27.7% |
| Admin fee / account holder | $2,291 | $6,583-65.2% | $10,329-77.8% | $5,403-57.6% |