Filed December 21, 2018
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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 | $58,503 | $52,353+11.7% | $120,225-51.3% | $82,448-29.0% |
| Participation rate | 50.8% | 58.3%-7.5pp | 69.6%-18.8pp | 68.1%-17.3pp |
| Annual return | 10.56% | 61.85%-51.3pp | 439.23%-428.7pp | 41.64%-31.1pp |
| Employer contribution / active EE | $853 | $1,510-43.5% | $3,475-75.5% | $2,551-66.6% |
| Participant deferral / active EE | $3,300 | $2,627+25.6% | $3,999-17.5% | $4,139-20.3% |
| Admin fee / account holder | $10,274 | $4,363+135.5% | $5,696+80.4% | $7,234+42.0% |