Filed May 9, 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 | $126,321 | $89,370+41.3% | $141,197-10.5% | $72,976+73.1% |
| Participation rate | 69.2% | 75.1%-5.9pp | 82.5%-13.2pp | 69.5%-0.3pp |
| Annual return | 16.06% | 111.88%-95.8pp | 71.41%-55.3pp | 81.02%-65.0pp |
| Employer contribution / active EE | $6,318 | $3,115+102.8% | $4,736+33.4% | $2,440+158.9% |
| Participant deferral / active EE | $9,814 | $5,419+81.1% | $6,710+46.3% | $3,608+172.0% |
| Admin fee / account holder | $88,535 | $5,957+1386.3% | $10,265+762.5% | $5,124+1627.8% |