Filed February 5, 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 | $65,124 | $51,638+26.1% | $68,368-4.7% | $82,448-21.0% |
| Participation rate | 22.6% | 63.6%-41.0pp | 73.8%-51.2pp | 68.1%-45.5pp |
| Annual return | 10.80% | 37.53%-26.7pp | 292.57%-281.8pp | 41.64%-30.8pp |
| Employer contribution / active EE | $518 | $2,047-74.7% | $2,649-80.5% | $2,551-79.7% |
| Participant deferral / active EE | $1,605 | $2,914-44.9% | $4,123-61.1% | $4,139-61.2% |
| Admin fee / account holder | $10,034 | $4,643+116.1% | $5,150+94.8% | $7,234+38.7% |