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 | $56,360 | $125,797-55.2% | $170,043-66.9% | $75,173-25.0% |
| Participation rate | 65.8% | 83.6%-17.8pp | 87.0%-21.3pp | 67.2%-1.5pp |
| Annual return | 16.90% | 27.20%-10.3pp | 53.40%-36.5pp | 160.72%-143.8pp |
| Employer contribution / active EE | $1,723 | $4,616-62.7% | $6,790-74.6% | $2,671-35.5% |
| Participant deferral / active EE | $2,763 | $6,838-59.6% | $10,410-73.5% | $4,126-33.0% |
| Admin fee / account holder | $4,466 | $8,177-45.4% | $12,824-65.2% | $5,651-21.0% |