Filed May 16, 2019
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $39,567 | $56,200-29.6% | $67,653-41.5% | $59,633-33.7% |
| Participation rate | 66.7% | 71.5%-4.8pp | 75.7%-9.0pp | 68.7%-2.0pp |
| Annual return | 0.26% | 18506.71%-18506.4pp | 6625.22%-6625.0pp | 2041.40%-2041.1pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,681 | $2,843-40.9% | $3,560-52.8% | $3,192-47.3% |
| Admin fee / account holder | $1,935 | $3,959-51.1% | $4,821-59.9% | $4,297-55.0% |