Filed November 17, 2017
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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 | $42,103 | $78,682-46.5% | $109,188-61.4% | $85,851-51.0% |
| Participation rate | 50.0% | 68.3%-18.3pp | 75.9%-25.9pp | 69.3%-19.3pp |
| Annual return | 11.48% | 25.09%-13.6pp | 25.76%-14.3pp | 318.63%-307.2pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,451 | $3,468-58.2% | $4,654-68.8% | $3,952-63.3% |
| Admin fee / account holder | $3,835 | $5,470-29.9% | $6,755-43.2% | $6,261-38.8% |