Filed December 29, 2015
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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 | $50,697 | $50,464+0.5% | $75,784-33.1% | $52,331-3.1% |
| Participation rate | 32.1% | 66.8%-34.7pp | 75.8%-43.8pp | 68.1%-36.0pp |
| Annual return | 105.67% | 1.03%+104.6pp | 9.68%+96.0pp | 4.54%+101.1pp |
| Employer contribution / active EE | $678 | $1,988-65.9% | $3,323-79.6% | $1,882-64.0% |
| Participant deferral / active EE | $2,513 | $2,570-2.2% | $3,652-31.2% | $3,022-16.9% |
| Admin fee / account holder | $2,074 | $1,103+88.0% | $5,300-60.9% | $592+250.5% |