Filed October 31, 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,916 | $32,117-84.7% | $71,089-93.1% | $64,173-92.3% |
| Participation rate | 43.7% | 42.7%+1.0pp | 54.6%-11.0pp | 69.6%-25.9pp |
| Annual return | -13.03% | -5.57%-7.5pp | 650.65%-663.7pp | 7.63%-20.7pp |
| Employer contribution / active EE | $119 | $712-83.3% | $1,088-89.0% | $2,381-95.0% |
| Participant deferral / active EE | $606 | $1,263-52.0% | $1,873-67.6% | $3,470-82.5% |
| Admin fee / account holder | $363 | $2,759-86.8% | $3,082-88.2% | $4,887-92.6% |