Filed November 2, 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 | $50,747 | $56,894-10.8% | $84,753-40.1% | $62,881-19.3% |
| Participation rate | 69.2% | 68.5%+0.7pp | 76.6%-7.4pp | 69.3%-0.1pp |
| Annual return | 0.89% | 6.30%-5.4pp | 22.78%-21.9pp | 20.14%-19.3pp |
| Employer contribution / active EE | $8,148 | $2,400+239.5% | $3,574+128.0% | $2,281+257.2% |
| Participant deferral / active EE | $1,257 | $2,709-53.6% | $3,712-66.1% | $3,203-60.7% |
| Admin fee / account holder | $2,993 | $3,581-16.4% | $5,333-43.9% | $4,296-30.3% |