Filed June 6, 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 | $58,361 | $67,602-13.7% | $82,312-29.1% | $70,126-16.8% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.9%-10.2pp | 69.5%-2.9pp |
| Annual return | 11.33% | 21.57%-10.2pp | 25.88%-14.5pp | 73.15%-61.8pp |
| Employer contribution / active EE | $2,123 | $1,755+20.9% | $2,428-12.6% | $2,343-9.4% |
| Participant deferral / active EE | $3,861 | $2,987+29.3% | $3,706+4.2% | $3,332+15.9% |
| Admin fee / account holder | $416 | $4,512-90.8% | $5,608-92.6% | $4,645-91.0% |