Filed May 31, 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 | $72,323 | $57,541+25.7% | $95,740-24.5% | $75,173-3.8% |
| Participation rate | 41.3% | 62.5%-21.2pp | 72.3%-31.0pp | 67.2%-25.9pp |
| Annual return | 11.36% | 34.93%-23.6pp | 28.41%-17.1pp | 160.72%-149.4pp |
| Employer contribution / active EE | $754 | $1,808-58.3% | $2,836-73.4% | $2,671-71.8% |
| Participant deferral / active EE | $1,326 | $3,074-56.9% | $4,244-68.8% | $4,126-67.9% |
| Admin fee / account holder | $369 | $4,099-91.0% | $5,676-93.5% | $5,651-93.5% |