Filed January 11, 2019
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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 | $29,328 | $45,152-35.0% | $73,835-60.3% | $59,633-50.8% |
| Participation rate | 40.2% | 64.0%-23.8pp | 73.4%-33.2pp | 68.7%-28.4pp |
| Annual return | -2.88% | 27.40%-30.3pp | 2268.13%-2271.0pp | 2041.40%-2044.3pp |
| Employer contribution / active EE | $750 | $1,901-60.6% | $2,788-73.1% | $2,203-66.0% |
| Participant deferral / active EE | $2,297 | $2,573-10.7% | $3,583-35.9% | $3,192-28.0% |
| Admin fee / account holder | $447 | $3,515-87.3% | $4,880-90.8% | $4,297-89.6% |