Filed October 4, 2019
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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 | $50,534 | $76,696-34.1% | $96,538-47.7% | $71,529-29.4% |
| Participation rate | 50.4% | 66.6%-16.2pp | 74.3%-23.9pp | 67.9%-17.5pp |
| Annual return | 11.17% | 48.32%-37.2pp | 35.74%-24.6pp | 28.97%-17.8pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $3,740-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $1,729 | $3,770-54.1% | $4,880-64.6% | $4,291-59.7% |
| Admin fee / account holder | $5,324 | $2,030+162.3% | $6,737-21.0% | $1,588+235.2% |