Filed November 14, 2019
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,875 | $53,412-49.7% | $68,509-60.8% | $52,331-48.6% |
| Participation rate | 27.0% | 71.7%-44.7pp | 74.7%-47.7pp | 68.1%-41.1pp |
| Annual return | -3.61% | 3.42%-7.0pp | 8.27%-11.9pp | 4.54%-8.2pp |
| Employer contribution / active EE | $0 | $1,607-100.0% | $2,278-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,047 | $2,688-61.0% | $3,382-69.0% | $3,022-65.4% |
| Admin fee / account holder | $4,865 | $461+955.6% | $5,275-7.8% | $592+722.3% |