Filed November 3, 2017
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $60,416 | $58,828+2.7% | $78,002-22.5% | $62,881-3.9% |
| Participation rate | 55.9% | 71.1%-15.2pp | 75.5%-19.6pp | 69.3%-13.4pp |
| Annual return | -4.21% | 17.16%-21.4pp | 425.99%-430.2pp | 20.14%-24.4pp |
| Employer contribution / active EE | $877 | $1,672-47.5% | $2,470-64.5% | $2,281-61.6% |
| Participant deferral / active EE | $1,105 | $2,686-58.9% | $3,497-68.4% | $3,203-65.5% |
| Admin fee / account holder | $4,621 | $4,393+5.2% | $5,481-15.7% | $4,296+7.6% |