Filed January 31, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,848 | $110,379-49.4% | $102,412-45.5% | $145,884-61.7% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.5%-49.5pp | 80.3%-55.3pp |
| Annual return | 6.57% | 24.84%-18.3pp | 24.94%-18.4pp | 551.85%-545.3pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $216 | $5,622-96.2% | $5,060-95.7% | $6,690-96.8% |
| Admin fee / account holder | $12,733 | $9,745+30.7% | $8,388+51.8% | $13,392-4.9% |