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 | $19,041 | $47,848-60.2% | $81,473-76.6% | $70,126-72.8% |
| Participation rate | 47.5% | 58.3%-10.8pp | 68.0%-20.5pp | 69.5%-22.0pp |
| Annual return | 27.66% | 27.25%+0.4pp | 38.78%-11.1pp | 73.15%-45.5pp |
| Employer contribution / active EE | $946 | $1,527-38.0% | $2,568-63.1% | $2,343-59.6% |
| Participant deferral / active EE | $1,566 | $2,453-36.2% | $3,537-55.7% | $3,332-53.0% |
| Admin fee / account holder | $2,034 | $3,145-35.3% | $4,561-55.4% | $4,645-56.2% |