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 | $79,619 | $81,276-2.0% | $155,574-48.8% | $80,925-1.6% |
| Participation rate | 67.5% | 66.2%+1.3pp | 78.2%-10.7pp | 67.7%-0.2pp |
| Annual return | 12.53% | 33.36%-20.8pp | 64.87%-52.3pp | 35.65%-23.1pp |
| Employer contribution / active EE | $1,463 | $3,103-52.8% | $4,676-68.7% | $2,756-46.9% |
| Participant deferral / active EE | $8,576 | $3,453+148.4% | $5,629+52.3% | $4,299+99.5% |
| Admin fee / account holder | $1,773 | $7,993-77.8% | $15,914-88.9% | $6,940-74.4% |