Filed January 10, 2018
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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 | $98,176 | $93,124+5.4% | $77,100+27.3% | $134,545-27.0% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -22.59% | 62.68%-85.3pp | 42.35%-64.9pp | 418.37%-441.0pp |
| Employer contribution / active EE | $417 | $3,421-87.8% | $2,815-85.2% | $4,742-91.2% |
| Participant deferral / active EE | $3,576 | $5,242-31.8% | $4,430-19.3% | $6,401-44.1% |
| Admin fee / account holder | $22,022 | $6,970+216.0% | $5,443+304.6% | $11,431+92.7% |