Filed November 20, 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 | $43,543 | $51,769-15.9% | $57,356-24.1% | $52,331-16.8% |
| Participation rate | 68.0% | 75.2%-7.3pp | 75.1%-7.1pp | 68.1%-0.1pp |
| Annual return | -2.73% | 2.43%-5.2pp | 24.41%-27.1pp | 4.54%-7.3pp |
| Employer contribution / active EE | $2,758 | $2,335+18.1% | $2,689+2.6% | $1,882+46.5% |
| Participant deferral / active EE | $5,407 | $2,794+93.5% | $3,162+71.0% | $3,022+78.9% |
| Admin fee / account holder | $5,527 | $295+1774.9% | $3,357+64.6% | $592+834.2% |