Filed August 16, 2019
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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 | $49,208 | $73,787-33.3% | $98,716-50.2% | $82,448-40.3% |
| Participation rate | 47.5% | 61.4%-13.9pp | 69.3%-21.8pp | 68.1%-20.6pp |
| Annual return | 11.85% | 18.57%-6.7pp | 31.81%-20.0pp | 41.64%-29.8pp |
| Employer contribution / active EE | $2,196 | $1,511+45.3% | $2,279-3.6% | $2,551-13.9% |
| Participant deferral / active EE | $2,633 | $3,081-14.6% | $4,048-35.0% | $4,139-36.4% |
| Admin fee / account holder | $3,163 | $6,500-51.3% | $8,703-63.7% | $7,234-56.3% |