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 | $58,848+37.2% | $88,179-8.4% | $82,637-2.3% |
| Participation rate | 19.2% | 57.9%-38.7pp | 69.1%-49.9pp | 68.1%-48.8pp |
| Annual return | 15.54% | 22.76%-7.2pp | 64.97%-49.4pp | 53.51%-38.0pp |
| Employer contribution / active EE | $683 | $1,678-59.3% | $2,549-73.2% | $2,552-73.2% |
| Participant deferral / active EE | $1,362 | $3,124-56.4% | $4,614-70.5% | $4,126-67.0% |
| Admin fee / account holder | $5,846 | $4,795+21.9% | $7,673-23.8% | $7,339-20.3% |