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 | $75,177 | $64,719+16.2% | $112,249-33.0% | $68,486+9.8% |
| Participation rate | 43.9% | 67.2%-23.3pp | 75.1%-31.2pp | 67.9%-24.0pp |
| Annual return | -11.68% | -11.40%-0.3pp | 27.48%-39.2pp | -7.85%-3.8pp |
| Employer contribution / active EE | $932 | $2,747-66.1% | $3,636-74.4% | $2,597-64.1% |
| Participant deferral / active EE | $2,080 | $3,565-41.7% | $4,729-56.0% | $4,028-48.4% |
| Admin fee / account holder | $39,073 | $5,232+646.8% | $6,412+509.3% | $5,404+623.1% |