Filed November 3, 2015 (most recent of 2 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,429 | $79,223-69.2% | $102,460-76.2% | $74,478-67.2% |
| Participation rate | 50.9% | 74.8%-23.9pp | 76.5%-25.6pp | 67.2%-16.4pp |
| Annual return | 12.69% | 54.98%-42.3pp | 29.47%-16.8pp | 1370.56%-1357.9pp |
| Employer contribution / active EE | $1,421 | $2,363-39.9% | $3,025-53.0% | $2,626-45.9% |
| Participant deferral / active EE | $1,943 | $4,417-56.0% | $5,056-61.6% | $4,350-55.3% |
| Admin fee / account holder | $2,475 | $2,003+23.6% | $9,460-73.8% | $1,946+27.2% |