Filed December 13, 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 | $82,719 | $50,554+63.6% | $67,681+22.2% | $87,485-5.4% |
| Participation rate | 39.5% | 67.7%-28.2pp | 73.7%-34.2pp | 68.9%-29.4pp |
| Annual return | 9.22% | 17.81%-8.6pp | 590.58%-581.4pp | 26.06%-16.8pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,842 | $2,961-4.0% | $3,976-28.5% | $4,274-33.5% |
| Admin fee / account holder | $9,367 | $4,132+126.7% | $6,100+53.6% | $7,775+20.5% |