Filed February 5, 2018
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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 | $115,313 | $110,083+4.8% | $151,628-24.0% | $68,495+68.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 87.5%-20.8pp | 67.9%-1.2pp |
| Annual return | -20.26% | -10.12%-10.1pp | 3.34%-23.6pp | -7.84%-12.4pp |
| Employer contribution / active EE | $2,168 | $4,470-51.5% | $6,165-64.8% | $2,596-16.5% |
| Participant deferral / active EE | $4,811 | $6,526-26.3% | $8,363-42.5% | $4,028+19.4% |
| Admin fee / account holder | $8,563 | $7,718+11.0% | $11,613-26.3% | $5,403+58.5% |