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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,258 | $54,117+79.7% | $135,768-28.4% | $65,306+48.9% |
| Participation rate | 44.3% | 48.7%-4.3pp | 71.1%-26.7pp | 57.7%-13.3pp |
| Annual return | 12.58% | 21.76%-9.2pp | 526.10%-513.5pp | 21.94%-9.4pp |
| Employer contribution / active EE | $0 | $1,029-100.0% | $3,394-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $2,955 | $2,395+23.4% | $3,977-25.7% | $2,959-0.1% |
| Admin fee / account holder | $17,273 | $4,541+280.4% | $7,048+145.1% | $3,480+396.4% |