Filed April 21, 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 | $36,637 | $63,924-42.7% | $108,582-66.3% | $55,167-33.6% |
| Participation rate | 58.3% | 74.3%-16.0pp | 79.6%-21.2pp | 69.0%-10.7pp |
| Annual return | -1.96% | 15.31%-17.3pp | -51.70%+49.7pp | 169.23%-171.2pp |
| Employer contribution / active EE | $0 | $1,879-100.0% | $3,758-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,065 | $3,067-32.7% | $4,311-52.1% | $3,054-32.4% |
| Admin fee / account holder | $3,270 | $618+429.5% | $7,645-57.2% | $504+549.0% |