Filed January 29, 2015
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,470 | $97,729-69.8% | $83,830-64.8% | $135,379-78.2% |
| Participation rate | 68.8% | 80.0%-11.2pp | 76.1%-7.4pp | 82.6%-13.9pp |
| Annual return | -5.45% | 1287.52%-1293.0pp | 850.97%-856.4pp | 519.79%-525.2pp |
| Employer contribution / active EE | $1,601 | $4,222-62.1% | $3,631-55.9% | $4,779-66.5% |
| Participant deferral / active EE | $1,185 | $4,683-74.7% | $4,082-71.0% | $5,609-78.9% |
| Admin fee / account holder | $18,488 | $6,674+177.0% | $5,479+237.5% | $10,828+70.7% |