Filed August 28, 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 | $40,021 | $76,407-47.6% | $150,298-73.4% | $82,448-51.5% |
| Participation rate | 37.9% | 66.4%-28.5pp | 77.8%-39.9pp | 68.1%-30.2pp |
| Annual return | 10.99% | 39.99%-29.0pp | 62.79%-51.8pp | 41.64%-30.6pp |
| Employer contribution / active EE | $2,908 | $2,614+11.2% | $4,154-30.0% | $2,551+14.0% |
| Participant deferral / active EE | $1,640 | $3,214-49.0% | $5,453-69.9% | $4,139-60.4% |
| Admin fee / account holder | $4,879 | $6,352-23.2% | $14,116-65.4% | $7,234-32.6% |