Filed December 28, 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 | $172,933 | $102,429+68.8% | $147,096+17.6% | $80,925+113.7% |
| Participation rate | 60.7% | 75.9%-15.1pp | 82.2%-21.5pp | 67.7%-6.9pp |
| Annual return | 12.06% | 135.02%-123.0pp | 419.75%-407.7pp | 35.65%-23.6pp |
| Employer contribution / active EE | $1,197 | $3,716-67.8% | $4,936-75.7% | $2,756-56.6% |
| Participant deferral / active EE | $5,419 | $6,649-18.5% | $8,071-32.9% | $4,299+26.1% |
| Admin fee / account holder | $13,590 | $7,957+70.8% | $13,005+4.5% | $6,940+95.8% |