Filed November 13, 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 | $16,627 | $148,623-88.8% | $135,974-87.8% | $139,466-88.1% |
| Participation rate | 35.7% | 83.9%-48.1pp | 81.9%-46.2pp | 80.3%-44.6pp |
| Annual return | 20.55% | 79.30%-58.8pp | 68.30%-47.8pp | 373.66%-353.1pp |
| Employer contribution / active EE | $1,128 | $5,246-78.5% | $4,859-76.8% | $4,754-76.3% |
| Participant deferral / active EE | $1,694 | $8,103-79.1% | $7,760-78.2% | $6,712-74.8% |
| Admin fee / account holder | $4,332 | $12,406-65.1% | $10,767-59.8% | $11,409-62.0% |