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 | $58,057+39.1% | $97,032-16.8% | $86,983-7.2% |
| Participation rate | 19.2% | 60.4%-41.1pp | 71.6%-52.3pp | 69.5%-50.3pp |
| Annual return | 15.54% | 22.26%-6.7pp | 35.38%-19.8pp | 25.83%-10.3pp |
| Employer contribution / active EE | $683 | $1,663-58.9% | $2,629-74.0% | $2,584-73.6% |
| Participant deferral / active EE | $1,362 | $3,244-58.0% | $4,672-70.9% | $4,194-67.5% |
| Admin fee / account holder | $5,846 | $4,839+20.8% | $9,418-37.9% | $7,856-25.6% |