Filed January 15, 2019
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $22,025 | $51,604-57.3% | $129,295-83.0% | $80,874-72.8% |
| Participation rate | 40.0% | 57.0%-17.0pp | 69.6%-29.6pp | 67.6%-27.6pp |
| Annual return | 15.12% | 20.76%-5.6pp | 9429.28%-9414.2pp | 35.62%-20.5pp |
| Employer contribution / active EE | $441 | $1,585-72.1% | $4,157-89.4% | $2,756-84.0% |
| Participant deferral / active EE | $729 | $2,670-72.7% | $4,169-82.5% | $4,297-83.0% |
| Admin fee / account holder | $557 | $4,310-87.1% | $7,665-92.7% | $6,935-92.0% |