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 | $45,343-16.3% | $150,298-74.7% | $67,986-44.2% |
| Participation rate | 38.8% | 51.9%-13.1pp | 77.8%-39.0pp | 57.2%-18.4pp |
| Annual return | 9.95% | 33.28%-23.3pp | 62.79%-52.8pp | 31.67%-21.7pp |
| Employer contribution / active EE | $740 | $1,462-49.4% | $4,154-82.2% | $2,019-63.3% |
| Participant deferral / active EE | $1,750 | $2,055-14.8% | $5,453-67.9% | $3,358-47.9% |
| Admin fee / account holder | $4,066 | $2,250+80.7% | $14,116-71.2% | $3,203+27.0% |