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 | $76,834-36.0% | $108,359-54.6% | $87,485-43.8% |
| Participation rate | 47.5% | 61.7%-14.2pp | 70.1%-22.6pp | 68.9%-21.4pp |
| Annual return | 11.85% | 19.09%-7.2pp | 36.89%-25.0pp | 26.06%-14.2pp |
| Employer contribution / active EE | $2,196 | $1,556+41.1% | $2,399-8.5% | $2,596-15.4% |
| Participant deferral / active EE | $2,633 | $3,100-15.1% | $4,137-36.4% | $4,274-38.4% |
| Admin fee / account holder | $3,163 | $6,537-51.6% | $9,741-67.5% | $7,775-59.3% |