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 | $102,422+68.8% | $147,117+17.5% | $80,959+113.6% |
| Participation rate | 60.7% | 75.9%-15.2pp | 82.2%-21.5pp | 67.7%-7.0pp |
| Annual return | 12.06% | 135.16%-123.1pp | 420.54%-408.5pp | 35.67%-23.6pp |
| Employer contribution / active EE | $1,197 | $3,717-67.8% | $4,932-75.7% | $2,757-56.6% |
| Participant deferral / active EE | $5,419 | $6,652-18.5% | $8,065-32.8% | $4,300+26.0% |
| Admin fee / account holder | $13,590 | $7,953+70.9% | $12,993+4.6% | $6,925+96.2% |