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 | $88,252 | $46,596+89.4% | $64,099+37.7% | $75,181+17.4% |
| Participation rate | 48.2% | 65.9%-17.7pp | 72.3%-24.1pp | 67.2%-19.0pp |
| Annual return | 8.97% | 26.04%-17.1pp | 33.70%-24.7pp | 160.69%-151.7pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,748-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,281 | $2,837+15.6% | $3,881-15.5% | $4,126-20.5% |
| Admin fee / account holder | $4,653 | $2,954+57.5% | $3,070+51.5% | $5,650-17.7% |