Filed January 12, 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 | $80,740 | $57,590+40.2% | $86,233-6.4% | $82,448-2.1% |
| Participation rate | 19.2% | 57.9%-38.6pp | 69.0%-49.8pp | 68.1%-48.8pp |
| Annual return | 15.54% | 22.41%-6.9pp | 61.39%-45.9pp | 41.64%-26.1pp |
| Employer contribution / active EE | $683 | $1,655-58.7% | $2,504-72.7% | $2,551-73.2% |
| Participant deferral / active EE | $1,362 | $3,080-55.8% | $4,559-70.1% | $4,139-67.1% |
| Admin fee / account holder | $5,846 | $4,730+23.6% | $8,342-29.9% | $7,234-19.2% |