Filed June 10, 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 | $16,615 | $53,128-68.7% | $86,582-80.8% | $70,126-76.3% |
| Participation rate | 69.1% | 65.3%+3.8pp | 73.5%-4.5pp | 69.5%-0.4pp |
| Annual return | 16.94% | 27.66%-10.7pp | 965.08%-948.1pp | 73.15%-56.2pp |
| Employer contribution / active EE | $1,583 | $2,068-23.5% | $2,839-44.3% | $2,343-32.4% |
| Participant deferral / active EE | $2,102 | $2,695-22.0% | $3,609-41.7% | $3,332-36.9% |
| Admin fee / account holder | $4,072 | $3,584+13.6% | $4,904-17.0% | $4,645-12.4% |