Filed January 21, 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 | $58,944 | $81,358-27.6% | $155,556-62.1% | $80,959-27.2% |
| Participation rate | 64.5% | 66.3%-1.7pp | 78.2%-13.7pp | 67.7%-3.2pp |
| Annual return | 19.60% | 33.39%-13.8pp | 64.84%-45.2pp | 35.67%-16.1pp |
| Employer contribution / active EE | $2,396 | $3,106-22.9% | $4,675-48.8% | $2,757-13.1% |
| Participant deferral / active EE | $5,589 | $3,455+61.7% | $5,631-0.7% | $4,300+30.0% |
| Admin fee / account holder | $17,161 | $7,994+114.7% | $15,885+8.0% | $6,925+147.8% |