Filed May 31, 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 | $37,962 | $46,688-18.7% | $189,758-80.0% | $69,733-45.6% |
| Participation rate | 38.8% | 61.7%-22.9pp | 79.8%-41.0pp | 62.5%-23.7pp |
| Annual return | 9.95% | 14.35%-4.4pp | 52.62%-42.7pp | 15.22%-5.3pp |
| Employer contribution / active EE | $740 | $1,695-56.3% | $4,767-84.5% | $2,250-67.1% |
| Participant deferral / active EE | $1,750 | $2,143-18.3% | $5,856-70.1% | $3,054-42.7% |
| Admin fee / account holder | $4,066 | $1,700+139.1% | $20,388-80.1% | $3,102+31.1% |