Filed February 15, 2019
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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 | $103,356 | $51,604+100.3% | $129,295-20.1% | $80,874+27.8% |
| Participation rate | 50.0% | 57.0%-7.0pp | 69.6%-19.6pp | 67.6%-17.6pp |
| Annual return | 9.32% | 20.76%-11.4pp | 9429.28%-9420.0pp | 35.62%-26.3pp |
| Employer contribution / active EE | $492 | $1,585-68.9% | $4,157-88.2% | $2,756-82.1% |
| Participant deferral / active EE | $1,054 | $2,670-60.5% | $4,169-74.7% | $4,297-75.5% |
| Admin fee / account holder | $2,304 | $4,310-46.5% | $7,665-69.9% | $6,935-66.8% |