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 | $73,298 | $76,407-4.1% | $150,298-51.2% | $82,448-11.1% |
| Participation rate | 67.4% | 66.4%+1.0pp | 77.8%-10.4pp | 68.1%-0.7pp |
| Annual return | 13.60% | 39.99%-26.4pp | 62.79%-49.2pp | 41.64%-28.0pp |
| Employer contribution / active EE | $3,002 | $2,614+14.9% | $4,154-27.7% | $2,551+17.7% |
| Participant deferral / active EE | $6,454 | $3,214+100.8% | $5,453+18.4% | $4,139+55.9% |
| Admin fee / account holder | $7,521 | $6,352+18.4% | $14,116-46.7% | $7,234+4.0% |