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 | $59,691 | $96,678-38.3% | $86,640-31.1% | $139,466-57.2% |
| Participation rate | 40.0% | 74.4%-34.4pp | 71.7%-31.7pp | 80.3%-40.3pp |
| Annual return | 13.85% | 106.69%-92.8pp | 592.52%-578.7pp | 373.66%-359.8pp |
| Employer contribution / active EE | $6,060 | $3,265+85.6% | $3,024+100.4% | $4,754+27.5% |
| Participant deferral / active EE | $6,674 | $4,837+38.0% | $4,438+50.4% | $6,712-0.6% |
| Admin fee / account holder | $10,056 | $6,410+56.9% | $5,616+79.1% | $11,409-11.9% |