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 | $17,106 | $48,432-64.7% | $121,210-85.9% | $71,529-76.1% |
| Participation rate | 39.3% | 54.3%-15.1pp | 69.5%-30.3pp | 67.9%-28.7pp |
| Annual return | 23.94% | 23.28%+0.7pp | 987.41%-963.5pp | 28.97%-5.0pp |
| Employer contribution / active EE | $368 | $1,493-75.3% | $4,171-91.2% | $2,590-85.8% |
| Participant deferral / active EE | $734 | $2,756-73.4% | $4,084-82.0% | $4,291-82.9% |
| Admin fee / account holder | $1,330 | $1,845-27.9% | $5,647-76.4% | $1,588-16.3% |