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 | $38,567 | $44,873-14.1% | $79,476-51.5% | $56,287-31.5% |
| Participation rate | 35.3% | 68.7%-33.4pp | 73.3%-38.1pp | 69.9%-34.6pp |
| Annual return | -9.13% | 0.81%-9.9pp | 718.21%-727.3pp | -9.96%+0.8pp |
| Employer contribution / active EE | $1,379 | $2,140-35.6% | $2,800-50.8% | $2,111-34.7% |
| Participant deferral / active EE | $2,177 | $2,746-20.7% | $3,704-41.2% | $3,350-35.0% |
| Admin fee / account holder | $2,620 | $418+526.0% | $5,113-48.8% | $521+402.9% |