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 | $106,524+35.3% | $152,301-5.4% | $87,485+64.7% |
| Participation rate | 65.5% | 75.8%-10.3pp | 82.4%-17.0pp | 68.9%-3.5pp |
| Annual return | 13.20% | 26.89%-13.7pp | 80.50%-67.3pp | 26.06%-12.9pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,905 | $6,525-24.8% | $8,004-38.7% | $4,274+14.8% |
| Admin fee / account holder | $2,265 | $8,287-72.7% | $14,398-84.3% | $7,775-70.9% |