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 | $39,882 | $77,638-48.6% | $156,551-74.5% | $62,881-36.6% |
| Participation rate | 34.2% | 71.2%-37.0pp | 84.0%-49.8pp | 69.3%-35.1pp |
| Annual return | 11.11% | 50.33%-39.2pp | 32.23%-21.1pp | 20.14%-9.0pp |
| Employer contribution / active EE | $785 | $3,444-77.2% | $5,501-85.7% | $2,281-65.6% |
| Participant deferral / active EE | $1,473 | $3,046-51.6% | $4,871-69.8% | $3,203-54.0% |
| Admin fee / account holder | $1,094 | $5,561-80.3% | $13,028-91.6% | $4,296-74.5% |