Filed September 25, 2018
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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 | $46,141 | $83,485-44.7% | $125,195-63.1% | $72,976-36.8% |
| Participation rate | 60.0% | 73.3%-13.3pp | 79.8%-19.8pp | 69.5%-9.5pp |
| Annual return | 20.49% | 25.77%-5.3pp | 43.79%-23.3pp | 81.02%-60.5pp |
| Employer contribution / active EE | $498 | $2,346-78.8% | $3,866-87.1% | $2,440-79.6% |
| Participant deferral / active EE | $2,848 | $3,586-20.6% | $4,937-42.3% | $3,608-21.0% |
| Admin fee / account holder | $3,643 | $5,518-34.0% | $9,704-62.5% | $5,124-28.9% |