Filed June 29, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,674 | $68,097+18.5% | $62,929+28.2% | $137,256-41.2% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.0%-30.0pp |
| Annual return | 9.12% | 1859.11%-1850.0pp | 1063.93%-1054.8pp | 220.34%-211.2pp |
| Employer contribution / active EE | $3,138 | $2,811+11.6% | $2,505+25.3% | $4,156-24.5% |
| Participant deferral / active EE | $10,027 | $4,553+120.3% | $3,888+157.9% | $6,407+56.5% |
| Admin fee / account holder | $508,928 | $6,521+7703.9% | $5,065+9948.8% | $12,270+4047.7% |