Filed December 23, 2015
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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 | $20,458 | $48,011-57.4% | $63,803-67.9% | $82,637-75.2% |
| Participation rate | 66.7% | 66.6%+0.1pp | 72.7%-6.0pp | 68.1%-1.4pp |
| Annual return | 12.76% | 19.84%-7.1pp | 543.72%-531.0pp | 53.51%-40.8pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,621 | $2,846-43.1% | $3,843-57.8% | $4,126-60.7% |
| Admin fee / account holder | $2,078 | $3,873-46.4% | $5,196-60.0% | $7,339-71.7% |