Filed March 9, 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 | $99,173 | $65,367+51.7% | $92,915+6.7% | $72,976+35.9% |
| Participation rate | 39.5% | 68.3%-28.8pp | 76.0%-36.5pp | 69.5%-30.0pp |
| Annual return | 20.85% | 42.11%-21.3pp | 109.45%-88.6pp | 81.02%-60.2pp |
| Employer contribution / active EE | $913 | $2,594-64.8% | $3,653-75.0% | $2,440-62.6% |
| Participant deferral / active EE | $2,640 | $3,128-15.6% | $4,238-37.7% | $3,608-26.8% |
| Admin fee / account holder | $4,613 | $4,251+8.5% | $5,796-20.4% | $5,124-10.0% |