Filed August 21, 2017
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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 | $44,102 | $76,107-42.1% | $96,576-54.3% | $71,495-38.3% |
| Participation rate | 41.0% | 74.4%-33.4pp | 76.0%-35.0pp | 67.9%-27.0pp |
| Annual return | 19.43% | 22.81%-3.4pp | 25.87%-6.4pp | 28.85%-9.4pp |
| Employer contribution / active EE | $1,130 | $2,247-49.7% | $2,965-61.9% | $2,589-56.4% |
| Participant deferral / active EE | $2,011 | $4,218-52.3% | $4,851-58.5% | $4,291-53.1% |
| Admin fee / account holder | $1,871 | $2,708-30.9% | $8,253-77.3% | $1,588+17.8% |