Filed February 26, 2020
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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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,265 | $77,677+36.8% | $109,173-2.7% | $79,391+33.9% |
| Participation rate | 65.3% | 67.8%-2.5pp | 75.9%-10.5pp | 70.7%-5.4pp |
| Annual return | 11.71% | 23.44%-11.7pp | 25.75%-14.0pp | 116.88%-105.2pp |
| Employer contribution / active EE | $2,845 | $2,798+1.7% | $3,723-23.6% | $2,428+17.2% |
| Participant deferral / active EE | $6,596 | $3,517+87.5% | $4,654+41.7% | $4,046+63.0% |
| Admin fee / account holder | $8,834 | $732+1106.1% | $6,755+30.8% | $627+1310.0% |