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 | $81,276-27.5% | $155,574-62.1% | $80,925-27.2% |
| Participation rate | 64.5% | 66.2%-1.7pp | 78.2%-13.7pp | 67.7%-3.1pp |
| Annual return | 19.60% | 33.36%-13.8pp | 64.87%-45.3pp | 35.65%-16.0pp |
| Employer contribution / active EE | $2,396 | $3,103-22.8% | $4,676-48.8% | $2,756-13.1% |
| Participant deferral / active EE | $5,589 | $3,453+61.9% | $5,629-0.7% | $4,299+30.0% |
| Admin fee / account holder | $17,161 | $7,993+114.7% | $15,914+7.8% | $6,940+147.3% |