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 | $84,718 | $55,446+52.8% | $155,574-45.5% | $74,429+13.8% |
| Participation rate | 43.4% | 61.9%-18.5pp | 78.2%-34.8pp | 67.2%-23.8pp |
| Annual return | 15.22% | 269.20%-254.0pp | 64.87%-49.6pp | 1368.38%-1353.2pp |
| Employer contribution / active EE | $988 | $2,266-56.4% | $4,676-78.9% | $2,625-62.4% |
| Participant deferral / active EE | $2,047 | $2,836-27.8% | $5,629-63.6% | $4,348-52.9% |
| Admin fee / account holder | $2,636 | $1,743+51.2% | $15,914-83.4% | $1,944+35.6% |