Filed September 8, 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 | $63,138 | $77,920-19.0% | $149,723-57.8% | $75,177-16.0% |
| Participation rate | 67.6% | 65.6%+2.0pp | 78.8%-11.2pp | 67.2%+0.4pp |
| Annual return | 17.40% | 31.72%-14.3pp | 134.50%-117.1pp | 160.75%-143.3pp |
| Employer contribution / active EE | $1,718 | $3,138-45.2% | $4,821-64.4% | $2,671-35.7% |
| Participant deferral / active EE | $8,904 | $3,411+161.0% | $5,682+56.7% | $4,126+115.8% |
| Admin fee / account holder | $5,020 | $5,951-15.6% | $13,215-62.0% | $5,651-11.2% |