Filed February 15, 2019
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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 | $223,684 | $46,697+379.0% | $117,533+90.3% | $68,486+226.6% |
| Participation rate | 36.4% | 56.8%-20.4pp | 70.6%-34.2pp | 67.9%-31.5pp |
| Annual return | 15.89% | -14.52%+30.4pp | 29.77%-13.9pp | -7.85%+23.7pp |
| Employer contribution / active EE | $3,995 | $1,506+165.3% | $4,179-4.4% | $2,597+53.9% |
| Participant deferral / active EE | $0 | $2,637-100.0% | $4,072-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,343 | $4,023-16.9% | $5,647-40.8% | $5,404-38.1% |