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 | $88,815-18.4% | $81,882-11.5% | $145,897-50.3% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | 12.23% | 1033.75%-1021.5pp | 779.47%-767.2pp | 552.29%-540.1pp |
| Employer contribution / active EE | $4,256 | $3,086+37.9% | $2,916+46.0% | $4,663-8.7% |
| Participant deferral / active EE | $4,849 | $4,647+4.3% | $4,323+12.2% | $6,689-27.5% |
| Admin fee / account holder | $672 | $8,434-92.0% | $7,360-90.9% | $13,390-95.0% |