Filed February 15, 2018
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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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,542 | $41,377+14.9% | $109,313-56.5% | $62,881-24.4% |
| Participation rate | 25.5% | 57.5%-32.1pp | 71.3%-45.8pp | 69.3%-43.9pp |
| Annual return | 4.76% | 11.05%-6.3pp | 22.07%-17.3pp | 20.14%-15.4pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $645 | $2,045-68.5% | $3,166-79.6% | $3,203-79.9% |
| Admin fee / account holder | $4,971 | $2,884+72.4% | $5,666-12.3% | $4,296+15.7% |