Filed April 26, 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 | $120,583 | $98,776+22.1% | $149,745-19.5% | $79,856+51.0% |
| Participation rate | 57.4% | 75.8%-18.4pp | 82.5%-25.1pp | 69.6%-12.2pp |
| Annual return | 7.16% | 27.38%-20.2pp | 276.72%-269.6pp | 31.71%-24.6pp |
| Employer contribution / active EE | $9,401 | $3,217+192.2% | $4,646+102.4% | $2,471+280.4% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $9,656 | $6,053+59.5% | $9,312+3.7% | $5,306+82.0% |