Filed February 4, 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 | $72,455 | $88,754-18.4% | $81,820-11.4% | $145,877-50.3% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | 12.23% | 1031.77%-1019.5pp | 777.93%-765.7pp | 551.28%-539.1pp |
| Employer contribution / active EE | $4,256 | $3,085+37.9% | $2,915+46.0% | $4,663-8.7% |
| Participant deferral / active EE | $4,849 | $4,648+4.3% | $4,323+12.2% | $6,691-27.5% |
| Admin fee / account holder | $672 | $8,424-92.0% | $7,391-90.9% | $13,402-95.0% |