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 | $63,744 | $58,312+9.3% | $86,656-26.4% | $71,529-10.9% |
| Participation rate | 30.1% | 65.0%-35.0pp | 71.7%-41.6pp | 67.9%-37.9pp |
| Annual return | 14.71% | 24.08%-9.4pp | 593.09%-578.4pp | 28.97%-14.3pp |
| Employer contribution / active EE | $541 | $2,576-79.0% | $3,025-82.1% | $2,590-79.1% |
| Participant deferral / active EE | $1,696 | $3,439-50.7% | $4,439-61.8% | $4,291-60.5% |
| Admin fee / account holder | $4,243 | $1,057+301.4% | $5,619-24.5% | $1,588+167.1% |