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 | $51,184-60.0% | $66,439-69.2% | $86,983-76.5% |
| Participation rate | 66.7% | 68.5%-1.8pp | 74.5%-7.8pp | 69.5%-2.9pp |
| Annual return | 12.76% | 17.07%-4.3pp | 757.66%-744.9pp | 25.83%-13.1pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,621 | $2,927-44.6% | $3,876-58.2% | $4,194-61.4% |
| Admin fee / account holder | $2,078 | $4,154-50.0% | $6,173-66.3% | $7,856-73.6% |