Filed December 5, 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 | $95,767 | $56,894+68.3% | $84,753+13.0% | $62,881+52.3% |
| Participation rate | 13.3% | 68.5%-55.2pp | 76.6%-63.3pp | 69.3%-56.0pp |
| Annual return | -0.37% | 6.30%-6.7pp | 22.78%-23.2pp | 20.14%-20.5pp |
| Employer contribution / active EE | $525 | $2,400-78.1% | $3,574-85.3% | $2,281-77.0% |
| Participant deferral / active EE | $1,740 | $2,709-35.8% | $3,712-53.1% | $3,203-45.7% |
| Admin fee / account holder | $60,005 | $3,581+1575.7% | $5,333+1025.1% | $4,296+1296.9% |