Filed April 13, 2015
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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 | $40,447 | $69,977-42.2% | $108,582-62.7% | $62,881-35.7% |
| Participation rate | 68.5% | 72.9%-4.4pp | 79.6%-11.1pp | 69.3%-0.8pp |
| Annual return | 9.15% | 10.73%-1.6pp | -51.70%+60.8pp | 20.14%-11.0pp |
| Employer contribution / active EE | $2,046 | $2,135-4.2% | $3,758-45.6% | $2,281-10.3% |
| Participant deferral / active EE | $3,820 | $3,165+20.7% | $4,311-11.4% | $3,203+19.3% |
| Admin fee / account holder | $12,129 | $5,076+138.9% | $7,645+58.6% | $4,296+182.3% |