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 | $109,501 | $72,273+51.5% | $101,275+8.1% | $79,856+37.1% |
| Participation rate | 42.9% | 68.5%-25.6pp | 75.8%-33.0pp | 69.6%-26.8pp |
| Annual return | 12.55% | 22.30%-9.7pp | 46.48%-33.9pp | 31.71%-19.2pp |
| Employer contribution / active EE | $1,063 | $2,691-60.5% | $3,660-71.0% | $2,471-57.0% |
| Participant deferral / active EE | $2,378 | $3,282-27.5% | $4,371-45.6% | $3,741-36.4% |
| Admin fee / account holder | $9,264 | $4,401+110.5% | $5,948+55.7% | $5,306+74.6% |