Filed April 11, 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 | $77,165 | $60,504+27.5% | $81,882-5.8% | $74,478+3.6% |
| Participation rate | 34.5% | 62.9%-28.4pp | 72.4%-37.8pp | 67.2%-32.7pp |
| Annual return | 19.77% | 16.91%+2.9pp | 779.47%-759.7pp | 1370.56%-1350.8pp |
| Employer contribution / active EE | $643 | $2,627-75.5% | $2,916-78.0% | $2,626-75.5% |
| Participant deferral / active EE | $2,075 | $3,400-39.0% | $4,323-52.0% | $4,350-52.3% |
| Admin fee / account holder | $400 | $1,492-73.2% | $7,360-94.6% | $1,946-79.4% |