Filed December 27, 2019
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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 | $19,278 | $49,896-61.4% | $80,627-76.1% | $75,173-74.4% |
| Participation rate | 40.7% | 55.3%-14.6pp | 67.0%-26.3pp | 67.2%-26.5pp |
| Annual return | 12.36% | 34.67%-22.3pp | 936.76%-924.4pp | 160.72%-148.4pp |
| Employer contribution / active EE | $632 | $1,699-62.8% | $2,723-76.8% | $2,671-76.3% |
| Participant deferral / active EE | $1,325 | $2,992-55.7% | $4,443-70.2% | $4,126-67.9% |
| Admin fee / account holder | $5,170 | $3,578+44.5% | $5,381-3.9% | $5,651-8.5% |