Filed August 9, 2018
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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 | $35,621 | $102,385-65.2% | $147,080-75.8% | $80,935-56.0% |
| Participation rate | 22.6% | 75.9%-53.3pp | 82.2%-59.6pp | 67.7%-45.1pp |
| Annual return | 14.28% | 135.09%-120.8pp | 420.17%-405.9pp | 35.66%-21.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,011 | $6,651-84.8% | $8,066-87.5% | $4,299-76.5% |
| Admin fee / account holder | $9,228 | $7,951+16.1% | $12,989-29.0% | $6,924+33.3% |