Filed October 1, 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 | $33,536 | $52,678-36.3% | $75,784-55.7% | $59,633-43.8% |
| Participation rate | 8.3% | 67.2%-58.9pp | 75.8%-67.5pp | 68.7%-60.3pp |
| Annual return | 0.43% | 2.95%-2.5pp | 9.68%-9.3pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $324 | $2,591-87.5% | $3,652-91.1% | $3,192-89.8% |
| Admin fee / account holder | $12,077 | $3,610+234.5% | $5,300+127.9% | $4,297+181.1% |