Filed January 15, 2018
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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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,473 | $86,940+58.1% | $102,434+34.2% | $80,935+69.9% |
| Participation rate | 53.9% | 72.4%-18.5pp | 76.5%-22.6pp | 67.7%-13.7pp |
| Annual return | 24.22% | 18.89%+5.3pp | 29.46%-5.2pp | 35.66%-11.4pp |
| Employer contribution / active EE | $298 | $2,370-87.4% | $3,023-90.1% | $2,757-89.2% |
| Participant deferral / active EE | $4,358 | $4,121+5.8% | $5,055-13.8% | $4,299+1.4% |
| Admin fee / account holder | $5,960 | $8,047-25.9% | $9,462-37.0% | $6,924-13.9% |