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 | $174,355 | $106,749+63.3% | $145,433+19.9% | $82,448+111.5% |
| Participation rate | 57.7% | 75.6%-18.0pp | 82.1%-24.4pp | 68.1%-10.4pp |
| Annual return | 15.45% | 27.59%-12.1pp | 66.58%-51.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,523 | $3,444-55.8% | $4,554-66.6% | $2,551-40.3% |
| Participant deferral / active EE | $4,978 | $6,519-23.6% | $7,897-37.0% | $4,139+20.3% |
| Admin fee / account holder | $15,557 | $8,390+85.4% | $13,129+18.5% | $7,234+115.0% |