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 | $51,638-57.3% | $129,406-83.0% | $80,959-72.8% |
| Participation rate | 40.0% | 56.9%-16.9pp | 69.6%-29.6pp | 67.7%-27.7pp |
| Annual return | 15.12% | 20.78%-5.7pp | 9468.18%-9453.1pp | 35.67%-20.5pp |
| Employer contribution / active EE | $441 | $1,584-72.1% | $4,155-89.4% | $2,757-84.0% |
| Participant deferral / active EE | $729 | $2,670-72.7% | $4,167-82.5% | $4,300-83.1% |
| Admin fee / account holder | $557 | $4,313-87.1% | $7,689-92.8% | $6,925-92.0% |