Filed August 30, 2018
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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 | $82,301 | $106,749-22.9% | $145,433-43.4% | $82,448-0.2% |
| Participation rate | 27.0% | 75.6%-48.7pp | 82.1%-55.1pp | 68.1%-41.1pp |
| Annual return | 15.58% | 27.59%-12.0pp | 66.58%-51.0pp | 41.64%-26.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,052 | $6,519-37.8% | $7,897-48.7% | $4,139-2.1% |
| Admin fee / account holder | $6,820 | $8,390-18.7% | $13,129-48.1% | $7,234-5.7% |