Filed January 19, 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 | $25,172 | $75,962-66.9% | $154,111-83.7% | $64,173-60.8% |
| Participation rate | 60.6% | 70.4%-9.9pp | 83.0%-22.5pp | 69.6%-9.0pp |
| Annual return | -6.47% | 30.32%-36.8pp | 735.18%-741.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,861 | $3,350-44.4% | $5,298-64.9% | $2,381-21.8% |
| Participant deferral / active EE | $2,913 | $3,175-8.3% | $5,081-42.7% | $3,470-16.1% |
| Admin fee / account holder | $2,131 | $5,589-61.9% | $13,411-84.1% | $4,887-56.4% |