Filed May 9, 2019
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $99,057 | $99,875-0.8% | $146,866-32.6% | $86,983+13.9% |
| Participation rate | 57.5% | 75.8%-18.3pp | 82.5%-25.0pp | 69.5%-12.1pp |
| Annual return | 16.70% | 28.10%-11.4pp | 102.85%-86.2pp | 25.83%-9.1pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $8,671 | $6,322+37.1% | $7,759+11.7% | $4,194+106.8% |
| Admin fee / account holder | $5,356 | $7,838-31.7% | $13,620-60.7% | $7,856-31.8% |