Filed February 7, 2019
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $67,518 | $138,393-51.2% | $184,256-63.4% | $80,959-16.6% |
| Participation rate | 59.5% | 83.9%-24.4pp | 86.8%-27.3pp | 67.7%-8.1pp |
| Annual return | 16.88% | 20.01%-3.1pp | 28.85%-12.0pp | 35.67%-18.8pp |
| Employer contribution / active EE | $637 | $4,847-86.9% | $6,427-90.1% | $2,757-76.9% |
| Participant deferral / active EE | $6,740 | $7,076-4.8% | $9,133-26.2% | $4,300+56.7% |
| Admin fee / account holder | $18,612 | $10,489+77.4% | $13,899+33.9% | $6,925+168.7% |