Filed April 20, 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 | $91,337 | $45,343+101.4% | $150,298-39.2% | $67,986+34.3% |
| Participation rate | 50.6% | 51.9%-1.2pp | 77.8%-27.1pp | 57.2%-6.6pp |
| Annual return | 16.04% | 33.28%-17.2pp | 62.79%-46.7pp | 31.67%-15.6pp |
| Employer contribution / active EE | $1,252 | $1,462-14.4% | $4,154-69.9% | $2,019-38.0% |
| Participant deferral / active EE | $2,586 | $2,055+25.9% | $5,453-52.6% | $3,358-23.0% |
| Admin fee / account holder | $3,322 | $2,250+47.6% | $14,116-76.5% | $3,203+3.7% |