Filed March 13, 2018
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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 | $68,191 | $81,487-16.3% | $102,412-33.4% | $80,935-15.7% |
| Participation rate | 31.8% | 66.8%-35.1pp | 74.5%-42.7pp | 67.7%-35.9pp |
| Annual return | 9.15% | 25.60%-16.4pp | 24.94%-15.8pp | 35.66%-26.5pp |
| Employer contribution / active EE | $1,602 | $3,103-48.4% | $3,870-58.6% | $2,757-41.9% |
| Participant deferral / active EE | $3,609 | $3,871-6.8% | $5,060-28.7% | $4,299-16.1% |
| Admin fee / account holder | $120,017 | $6,717+1686.7% | $8,388+1330.9% | $6,924+1633.3% |