Filed August 24, 2017
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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 | $78,728 | $76,696+2.6% | $96,538-18.4% | $71,529+10.1% |
| Participation rate | 35.2% | 66.6%-31.4pp | 74.3%-39.2pp | 67.9%-32.7pp |
| Annual return | 12.17% | 48.32%-36.1pp | 35.74%-23.6pp | 28.97%-16.8pp |
| Employer contribution / active EE | $1,204 | $3,032-60.3% | $3,740-67.8% | $2,590-53.5% |
| Participant deferral / active EE | $2,584 | $3,770-31.5% | $4,880-47.1% | $4,291-39.8% |
| Admin fee / account holder | $3,618 | $2,030+78.2% | $6,737-46.3% | $1,588+127.8% |