Filed October 13, 2017
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,890 | $46,689-81.0% | $117,498-92.4% | $68,495-87.0% |
| Participation rate | 44.4% | 56.8%-12.3pp | 70.6%-26.2pp | 67.9%-23.4pp |
| Annual return | -20.69% | -14.52%-6.2pp | 29.75%-50.4pp | -7.84%-12.8pp |
| Employer contribution / active EE | $484 | $1,505-67.8% | $4,178-88.4% | $2,596-81.4% |
| Participant deferral / active EE | $970 | $2,637-63.2% | $4,071-76.2% | $4,028-75.9% |
| Admin fee / account holder | $408 | $4,021-89.9% | $5,646-92.8% | $5,403-92.5% |