Filed April 27, 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 | $21,401 | $53,841-60.3% | $75,731-71.7% | $85,851-75.1% |
| Participation rate | 19.5% | 69.0%-49.5pp | 74.8%-55.3pp | 69.3%-49.8pp |
| Annual return | 10.49% | 24.54%-14.1pp | 104.65%-94.2pp | 318.63%-308.1pp |
| Employer contribution / active EE | $1,160 | $2,017-42.5% | $2,743-57.7% | $2,565-54.8% |
| Participant deferral / active EE | $1,753 | $2,895-39.4% | $3,820-54.1% | $3,952-55.6% |
| Admin fee / account holder | $6,445 | $3,340+93.0% | $3,620+78.1% | $6,261+2.9% |