Filed June 25, 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 | $86,429 | $125,190-31.0% | $105,624-18.2% | $145,897-40.8% |
| Participation rate | 65.0% | 77.6%-12.6pp | 75.3%-10.3pp | 80.3%-15.3pp |
| Annual return | 8.17% | 225.22%-217.0pp | 116.20%-108.0pp | 552.29%-544.1pp |
| Employer contribution / active EE | $2,358 | $3,720-36.6% | $3,168-25.5% | $4,663-49.4% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,013-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,330 | $17,138-92.2% | $10,961-87.9% | $13,390-90.1% |