Filed December 13, 2019
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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 | $90,268 | $91,424-1.3% | $135,942-33.6% | $71,495+26.3% |
| Participation rate | 51.9% | 75.7%-23.8pp | 81.9%-30.1pp | 67.9%-16.1pp |
| Annual return | 16.34% | 29.90%-13.6pp | 68.28%-51.9pp | 28.85%-12.5pp |
| Employer contribution / active EE | $2,053 | $3,704-44.6% | $4,858-57.7% | $2,589-20.7% |
| Participant deferral / active EE | $4,032 | $7,092-43.2% | $7,759-48.0% | $4,291-6.0% |
| Admin fee / account holder | $7,026 | $1,266+454.9% | $10,764-34.7% | $1,588+342.5% |