Filed October 23, 2017
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,022 | $138,385-48.0% | $184,243-60.9% | $80,925-11.0% |
| Participation rate | 58.1% | 83.9%-25.8pp | 86.8%-28.7pp | 67.7%-9.5pp |
| Annual return | 12.55% | 20.02%-7.5pp | 28.82%-16.3pp | 35.65%-23.1pp |
| Employer contribution / active EE | $1,544 | $4,851-68.2% | $6,427-76.0% | $2,756-44.0% |
| Participant deferral / active EE | $2,621 | $7,075-63.0% | $9,132-71.3% | $4,299-39.0% |
| Admin fee / account holder | $1,639 | $10,489-84.4% | $13,914-88.2% | $6,940-76.4% |