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 | $86,922+58.2% | $102,438+34.2% | $80,874+70.0% |
| Participation rate | 53.9% | 72.4%-18.4pp | 76.5%-22.6pp | 67.6%-13.7pp |
| Annual return | 24.22% | 18.90%+5.3pp | 29.37%-5.2pp | 35.62%-11.4pp |
| Employer contribution / active EE | $298 | $2,369-87.4% | $3,024-90.1% | $2,756-89.2% |
| Participant deferral / active EE | $4,358 | $4,119+5.8% | $5,054-13.8% | $4,297+1.4% |
| Admin fee / account holder | $5,960 | $8,050-26.0% | $9,448-36.9% | $6,935-14.1% |