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 | $27,224 | $60,139-54.7% | $90,461-69.9% | $79,856-65.9% |
| Participation rate | 58.6% | 65.0%-6.4pp | 72.7%-14.1pp | 69.6%-11.1pp |
| Annual return | 12.85% | 71.96%-59.1pp | 1294.76%-1281.9pp | 31.71%-18.9pp |
| Employer contribution / active EE | $719 | $2,069-65.3% | $3,264-78.0% | $2,471-70.9% |
| Participant deferral / active EE | $2,219 | $2,939-24.5% | $3,964-44.0% | $3,741-40.7% |
| Admin fee / account holder | $3,002 | $3,978-24.5% | $5,617-46.6% | $5,306-43.4% |