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 | $47,440 | $85,766-44.7% | $136,298-65.2% | $70,126-32.3% |
| Participation rate | 55.2% | 74.2%-19.0pp | 81.9%-26.7pp | 69.5%-14.4pp |
| Annual return | 13.24% | 31.46%-18.2pp | 5156.27%-5143.0pp | 73.15%-59.9pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,569 | $5,051-9.5% | $6,247-26.9% | $3,332+37.1% |
| Admin fee / account holder | $4,413 | $5,421-18.6% | $9,244-52.3% | $4,645-5.0% |