Filed December 1, 2017
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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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,258 | $51,649+88.3% | $124,206-21.7% | $64,097+51.7% |
| Participation rate | 44.3% | 45.2%-0.8pp | 69.6%-25.2pp | 55.2%-10.8pp |
| Annual return | 12.58% | 19.98%-7.4pp | 515.27%-502.7pp | 34.64%-22.1pp |
| Employer contribution / active EE | $0 | $1,057-100.0% | $3,540-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $2,955 | $2,165+36.5% | $3,968-25.5% | $3,080-4.1% |
| Admin fee / account holder | $17,273 | $4,237+307.6% | $5,929+191.3% | $3,454+400.0% |