Filed November 3, 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 | $111,261 | $94,436+17.8% | $115,599-3.8% | $82,637+34.6% |
| Participation rate | 54.8% | 70.4%-15.7pp | 74.3%-19.5pp | 68.1%-13.3pp |
| Annual return | 11.60% | 18.37%-6.8pp | 111.10%-99.5pp | 53.51%-41.9pp |
| Employer contribution / active EE | $1,618 | $2,324-30.4% | $2,955-45.3% | $2,552-36.6% |
| Participant deferral / active EE | $2,951 | $3,955-25.4% | $4,889-39.6% | $4,126-28.5% |
| Admin fee / account holder | $11,296 | $10,328+9.4% | $12,841-12.0% | $7,339+53.9% |