Filed August 22, 2017
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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 | $25,993 | $106,749-75.7% | $145,433-82.1% | $82,448-68.5% |
| Participation rate | 64.3% | 75.6%-11.4pp | 82.1%-17.8pp | 68.1%-3.8pp |
| Annual return | 9.85% | 27.59%-17.7pp | 66.58%-56.7pp | 41.64%-31.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,718 | $6,519-58.3% | $7,897-65.6% | $4,139-34.3% |
| Admin fee / account holder | $10,586 | $8,390+26.2% | $13,129-19.4% | $7,234+46.3% |