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 | $25,847 | $56,640-54.4% | $78,002-66.9% | $55,167-53.1% |
| Participation rate | 23.6% | 73.3%-49.7pp | 75.5%-51.9pp | 69.0%-45.4pp |
| Annual return | 4.82% | 2868.48%-2863.7pp | 425.99%-421.2pp | 169.23%-164.4pp |
| Employer contribution / active EE | $0 | $1,724-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,061 | $2,778-61.8% | $3,497-69.7% | $3,054-65.3% |
| Admin fee / account holder | $5,556 | $467+1091.0% | $5,481+1.4% | $504+1002.6% |