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 | $77,980 | $47,105+65.5% | $68,368+14.1% | $67,986+14.7% |
| Participation rate | 36.8% | 51.8%-15.0pp | 73.8%-37.0pp | 57.2%-20.5pp |
| Annual return | 14.98% | 48.37%-33.4pp | 292.57%-277.6pp | 31.67%-16.7pp |
| Employer contribution / active EE | $532 | $1,859-71.4% | $2,649-79.9% | $2,019-73.6% |
| Participant deferral / active EE | $1,682 | $2,374-29.1% | $4,123-59.2% | $3,358-49.9% |
| Admin fee / account holder | $22,732 | $2,435+833.6% | $5,150+341.4% | $3,203+609.7% |