Filed April 4, 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 | $48,361 | $76,107-36.5% | $96,576-49.9% | $71,495-32.4% |
| Participation rate | 52.9% | 74.4%-21.5pp | 76.0%-23.0pp | 67.9%-15.0pp |
| Annual return | 12.60% | 22.81%-10.2pp | 25.87%-13.3pp | 28.85%-16.3pp |
| Employer contribution / active EE | $897 | $2,247-60.1% | $2,965-69.8% | $2,589-65.4% |
| Participant deferral / active EE | $1,696 | $4,218-59.8% | $4,851-65.0% | $4,291-60.5% |
| Admin fee / account holder | $7,145 | $2,708+163.9% | $8,253-13.4% | $1,588+350.0% |