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 | $54,118 | $55,453-2.4% | $170,435-68.2% | $62,293-13.1% |
| Participation rate | 31.7% | 66.4%-34.6pp | 83.6%-51.9pp | 69.5%-37.8pp |
| Annual return | 19.30% | 21.38%-2.1pp | 205.94%-186.6pp | 28.90%-9.6pp |
| Employer contribution / active EE | $744 | $2,164-65.6% | $5,432-86.3% | $2,042-63.6% |
| Participant deferral / active EE | $1,327 | $2,303-42.4% | $4,939-73.1% | $3,169-58.1% |
| Admin fee / account holder | $1,337 | $455+193.9% | $13,881-90.4% | $479+179.0% |