Filed April 2, 2019
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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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,059 | $185,905-58.0% | $170,057-54.1% | $139,487-44.0% |
| Participation rate | 44.4% | 87.8%-43.3pp | 87.0%-42.6pp | 80.3%-35.9pp |
| Annual return | 13.39% | 60.56%-47.2pp | 53.42%-40.0pp | 373.84%-360.5pp |
| Employer contribution / active EE | $0 | $7,597-100.0% | $6,790-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,643 | $11,627-85.9% | $10,411-84.2% | $6,713-75.5% |
| Admin fee / account holder | $1,098 | $15,397-92.9% | $12,826-91.4% | $11,407-90.4% |