Filed February 22, 2018
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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 | $125,163 | $88,672+41.2% | $105,223+18.9% | $82,448+51.8% |
| Participation rate | 36.6% | 67.9%-31.3pp | 75.0%-38.4pp | 68.1%-31.4pp |
| Annual return | 12.37% | 30.86%-18.5pp | 180.65%-168.3pp | 41.64%-29.3pp |
| Employer contribution / active EE | $830 | $3,048-72.8% | $3,689-77.5% | $2,551-67.5% |
| Participant deferral / active EE | $2,892 | $4,036-28.3% | $5,072-43.0% | $4,139-30.1% |
| Admin fee / account holder | $441 | $7,146-93.8% | $8,859-95.0% | $7,234-93.9% |