Filed May 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 | $51,162 | $60,165-15.0% | $74,184-31.0% | $55,167-7.3% |
| Participation rate | 52.9% | 74.2%-21.2pp | 76.6%-23.7pp | 69.0%-16.0pp |
| Annual return | -1.58% | 10.00%-11.6pp | 17.74%-19.3pp | 169.23%-170.8pp |
| Employer contribution / active EE | $490 | $1,600-69.4% | $2,370-79.3% | $1,963-75.0% |
| Participant deferral / active EE | $2,494 | $2,973-16.1% | $3,550-29.7% | $3,054-18.3% |
| Admin fee / account holder | $13,421 | $419+3100.8% | $5,586+140.3% | $504+2563.4% |