Filed May 31, 2019
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,552 | $58,523+1.8% | $99,479-40.1% | $72,976-18.4% |
| Participation rate | 45.2% | 64.6%-19.4pp | 73.8%-28.6pp | 69.5%-24.3pp |
| Annual return | 19.44% | 28.51%-9.1pp | 30.72%-11.3pp | 81.02%-61.6pp |
| Employer contribution / active EE | $625 | $1,512-58.7% | $2,540-75.4% | $2,440-74.4% |
| Participant deferral / active EE | $933 | $2,606-64.2% | $3,619-74.2% | $3,608-74.1% |
| Admin fee / account holder | $1,380 | $4,102-66.4% | $6,253-77.9% | $5,124-73.1% |