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 | $88,702-18.3% | $81,780-11.4% | $145,978-50.4% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.4%-39.0pp | 80.3%-47.0pp |
| Annual return | 12.23% | 1029.12%-1016.9pp | 776.27%-764.0pp | 550.52%-538.3pp |
| Employer contribution / active EE | $4,256 | $3,084+38.0% | $2,914+46.1% | $4,662-8.7% |
| Participant deferral / active EE | $4,849 | $4,645+4.4% | $4,321+12.2% | $6,690-27.5% |
| Admin fee / account holder | $672 | $8,414-92.0% | $7,384-90.9% | $13,400-95.0% |