Filed January 8, 2015
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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 | $24,208 | $75,832-68.1% | $147,617-83.6% | $59,633-59.4% |
| Participation rate | 35.1% | 71.6%-36.4pp | 84.6%-49.5pp | 68.7%-33.5pp |
| Annual return | 0.14% | 0.37%-0.2pp | 61.98%-61.8pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $713 | $3,485-79.5% | $5,564-87.2% | $2,203-67.6% |
| Participant deferral / active EE | $1,768 | $3,131-43.5% | $4,895-63.9% | $3,192-44.6% |
| Admin fee / account holder | $1,960 | $5,986-67.3% | $11,612-83.1% | $4,297-54.4% |