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 | $124,053 | $93,617+32.5% | $135,982-8.8% | $75,177+65.0% |
| Participation rate | 52.0% | 75.2%-23.2pp | 81.9%-29.9pp | 67.2%-15.2pp |
| Annual return | 16.69% | 30.89%-14.2pp | 68.32%-51.6pp | 160.75%-144.1pp |
| Employer contribution / active EE | $1,138 | $3,538-67.8% | $4,859-76.6% | $2,671-57.4% |
| Participant deferral / active EE | $4,732 | $6,406-26.1% | $7,760-39.0% | $4,126+14.7% |
| Admin fee / account holder | $3,389 | $6,980-51.4% | $10,767-68.5% | $5,651-40.0% |