Filed November 27, 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 | $110,956 | $78,670+41.0% | $109,173+1.6% | $85,847+29.2% |
| Participation rate | 44.4% | 68.3%-23.8pp | 75.9%-31.4pp | 69.3%-24.9pp |
| Annual return | 11.59% | 25.09%-13.5pp | 25.75%-14.2pp | 318.61%-307.0pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,898 | $3,467-45.2% | $4,654-59.2% | $3,952-52.0% |
| Admin fee / account holder | $6,325 | $5,469+15.6% | $6,755-6.4% | $6,261+1.0% |