Filed October 16, 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 | $144,075 | $106,749+35.0% | $145,433-0.9% | $82,448+74.7% |
| Participation rate | 65.5% | 75.6%-10.2pp | 82.1%-16.7pp | 68.1%-2.6pp |
| Annual return | 13.20% | 27.59%-14.4pp | 66.58%-53.4pp | 41.64%-28.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,905 | $6,519-24.7% | $7,897-37.9% | $4,139+18.5% |
| Admin fee / account holder | $2,265 | $8,390-73.0% | $13,129-82.7% | $7,234-68.7% |