Filed December 30, 2014
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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 | $57,124 | $135,956-58.0% | $123,894-53.9% | $273,972-79.1% |
| Participation rate | 63.6% | 84.1%-20.4pp | 81.4%-17.8pp | 83.0%-19.4pp |
| Annual return | 5.02% | 56.63%-51.6pp | 47.52%-42.5pp | 41.46%-36.4pp |
| Employer contribution / active EE | $2,512 | $5,170-51.4% | $4,617-45.6% | $4,869-48.4% |
| Participant deferral / active EE | $2,278 | $6,343-64.1% | $5,984-61.9% | $5,287-56.9% |
| Admin fee / account holder | $25,067 | $9,817+155.3% | $8,357+199.9% | $10,133+147.4% |