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 | $20,127 | $95,193-78.9% | $76,523-73.7% | $135,382-85.1% |
| Participation rate | 65.0% | 74.4%-9.4pp | 68.0%-3.0pp | 82.6%-17.6pp |
| Annual return | -5.27% | 4.85%-10.1pp | -0.27%-5.0pp | 519.77%-525.0pp |
| Employer contribution / active EE | $2,096 | $3,302-36.5% | $2,647-20.8% | $4,779-56.1% |
| Participant deferral / active EE | $3,913 | $4,639-15.7% | $3,835+2.0% | $5,609-30.2% |
| Admin fee / account holder | $9,223 | $6,249+47.6% | $4,848+90.2% | $10,829-14.8% |