Filed January 15, 2019
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,349 | $29,546+16.3% | $56,441-39.1% | $77,671-55.8% |
| Participation rate | 22.9% | 32.7%-9.8pp | 52.5%-29.6pp | 70.6%-47.7pp |
| Annual return | 9.84% | 19.01%-9.2pp | 1704.21%-1694.4pp | 31.21%-21.4pp |
| Employer contribution / active EE | $83 | $568-85.4% | $1,039-92.0% | $2,726-97.0% |
| Participant deferral / active EE | $547 | $1,061-48.5% | $1,953-72.0% | $4,648-88.2% |
| Admin fee / account holder | $2,267 | $1,046+116.7% | $2,829-19.9% | $430+426.7% |