Filed April 20, 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 | $43,124 | $95,188-54.7% | $76,518-43.6% | $135,380-68.1% |
| Participation rate | 50.0% | 74.4%-24.4pp | 68.0%-18.0pp | 82.6%-32.6pp |
| Annual return | -14.59% | 4.85%-19.4pp | -0.27%-14.3pp | 519.81%-534.4pp |
| Employer contribution / active EE | $4,928 | $3,303+49.2% | $2,647+86.2% | $4,779+3.1% |
| Participant deferral / active EE | $11,190 | $4,640+141.2% | $3,836+191.7% | $5,609+99.5% |
| Admin fee / account holder | $11,226 | $6,249+79.6% | $4,849+131.5% | $10,828+3.7% |