Filed April 3, 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 | $105,199 | $77,472+35.8% | $100,392+4.8% | $80,935+30.0% |
| Participation rate | 65.8% | 76.9%-11.2pp | 81.5%-15.7pp | 67.7%-1.9pp |
| Annual return | 11.57% | 37.26%-25.7pp | 49.45%-37.9pp | 35.66%-24.1pp |
| Employer contribution / active EE | $3,125 | $2,800+11.6% | $3,941-20.7% | $2,757+13.4% |
| Participant deferral / active EE | $7,163 | $6,818+5.1% | $8,090-11.5% | $4,299+66.6% |
| Admin fee / account holder | $21,870 | $5,885+271.6% | $7,904+176.7% | $6,924+215.8% |